Position in BCS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$204,053
New position
Shares Held
7,597
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#375
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ascent Group, LLC holds $57,409,331 across 18 Banks - Diversified names. BCS ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,618 | $26,716,015 | |
| 2 | C |
Citigroup Inc
|
58,481 | $8,184,997 | |
| 3 | BAC |
Bank Of America Corp /De/
|
125,408 | $7,145,744 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
46,888 | $3,874,821 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
21,818 | $3,155,099 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
13,647 | $1,297,691 | |
| 7 | RY |
Royal Bank Of Canada
|
5,805 | $1,201,458 | |
| 8 | SAN |
Banco Santander, S.A.
|
65,528 | $904,284 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,053 | 7,597 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||