Creative Capital Management Investments LLC
Position in BCS — Barclays PLC
CIK 1957363
SAN DIEGO, CA
Position in BCS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,688
New position
Shares Held
249
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
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, 2026Creative Capital Management Investments LLC holds $1,137,279 across 10 Banks - Diversified names. BCS ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
3,918 | $548,363 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,011 | $330,930 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,339 | $193,294 | |
| 4 | BAC |
Bank Of America Corp /De/
|
443 | $25,242 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
114 | $16,485 | |
| 6 | BCS |
Barclays PLC
This page
|
249 | $6,688 | |
| 7 | UBS |
UBS Group AG
|
130 | $6,442 | |
| 8 | TD |
Toronto Dominion Bank
|
41 | $4,978 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,688 | 249 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||