Beverly Hills Private Wealth, LLC

Position in BCS — Barclays PLC

CIK 1965710 BEVERLY HILLS, CA

Position in BCS

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$215,853

-$93,797 QoQ

Shares Held

10,201

-16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,307	$13,521,019
2	BNY	Bank of New York Mellon Corp	12,815	$1,853,176
3	BAC	Bank Of America Corp /De/	19,608	$1,117,263
4	C	Citigroup Inc	5,164	$722,753
5	UBS	UBS Group AG	12,543	$621,630

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$215,853	10,201	-16.2%	Shares	Sole	2026-05-04
2025-12-31	$309,650	12,167	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$253,166	12,248	-15.2%	Shares	Sole	2025-11-10
2025-06-30	$268,419	14,439	-8.1%	Shares	Sole	2025-07-29
2025-03-31	$241,426	15,718	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$208,200	15,666	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$193,208	15,902	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.