Position in BCS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$20,306
+$4,310 QoQ
Shares Held
756
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#434
of 552 holders
Holding Since
Dec 2023
11 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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. BCS ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
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|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
|
98 | $8,510 |
All Filings in BCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,306 | 756 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,996 | 756 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $21,403 | 841 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $578 | 28 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $520 | 28 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $430 | 28 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $651 | 49 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $595 | 49 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $524 | 49 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $463 | 49 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $441 | 56 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||