Position in BCS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$395,969
+$94,122 QoQ
Shares Held
14,742
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#283
of 554 holders
Holding Since
Jun 2024
9 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. BCS ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,377 | $3,396,703 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
22,128 | $1,828,657 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,503 | $1,168,260 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,525 | $905,731 | |
| 5 | RY |
Royal Bank Of Canada
|
3,647 | $754,818 | |
| 6 | C |
Citigroup Inc
|
5,088 | $712,116 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,498 | $650,454 | |
| 8 | UBS |
UBS Group AG
|
11,849 | $587,236 |
All Filings in BCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,969 | 14,742 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $301,847 | 14,265 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $466,523 | 18,331 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $226,853 | 10,975 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $200,920 | 10,808 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $163,153 | 10,622 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $143,731 | 10,815 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $126,931 | 10,447 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $108,974 | 10,175 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||