Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$77,920
+$21,720 QoQ
Shares Held
2,901
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#396
of 552 holders
Holding Since
Sep 2025
4 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, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. BCS ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
|
6,115 | $84,387 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,920 | 2,901 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $56,200 | 2,656 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $36,546 | 1,436 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $31,149 | 1,507 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||