Position in BCS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$287,751
+$43,396 QoQ
Shares Held
10,713
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#323
of 552 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. BCS ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,011 | $17,679,420 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
154,312 | $12,752,343 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,386 | $4,352,474 | |
| 4 | C |
Citigroup Inc
|
26,112 | $3,654,635 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,886 | $1,285,004 | |
| 6 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
7,127 | $677,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
37,127 | $512,352 |
All Filings in BCS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,751 | 10,713 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $244,355 | 11,548 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $307,003 | 12,063 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $236,051 | 11,420 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $211,479 | 11,376 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $173,076 | 11,268 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $145,193 | 10,925 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $131,220 | 10,800 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||