Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,319,061
+$28,505,791 QoQ
Shares Held
1,910,613
+77.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $30,742,314,985 across 19 Banks - Diversified names. BCS ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
114,238,700 | $9,440,686,157 | |
| 2 | BAC |
Bank Of America Corp /De/
|
131,583,164 | $7,497,608,674 | |
| 3 | C |
Citigroup Inc
|
26,121,186 | $3,655,921,183 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,790,798 | $2,138,897,289 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,130,331 | $1,679,311,239 | |
| 6 | UBS |
UBS Group AG
|
29,666,939 | $1,470,293,489 | |
| 7 | RY |
Royal Bank Of Canada
|
6,855,539 | $1,418,890,902 | |
| 8 | TD |
Toronto Dominion Bank
|
8,180,040 | $993,302,251 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,319,061 | 1,910,613 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $22,813,270 | 1,078,132 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,594,407 | 455,576 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $14,300,452 | 691,846 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $37,765,207 | 2,031,480 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,714,741 | 111,637 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $17,371,900 | 1,307,141 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $9,936,994 | 817,860 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $23,272,814 | 2,172,999 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $8,598,759 | 909,922 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $14,049,563 | 1,782,940 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $568,051 | 72,921 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,645,479 | 718,255 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $10,242,135 | 1,424,498 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $6,240,040 | 800,559 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,307,216 | 204,253 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $138,242 | 18,190 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,329,291 | 168,265 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $85,583 | 8,269 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $169,700 | 16,444 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $94,926 | 9,837 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $17,432,860 | 1,704,092 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $16,698,067 | 2,089,871 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $10,702,009 | 2,136,130 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $11,133,852 | 1,967,112 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $8,906,196 | 1,966,048 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||