Position in BCS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,097,150
+$350,456 QoQ
Shares Held
40,847
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#189
of 552 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Baron Wealth Management LLC holds $7,518,875 across 8 Banks - Diversified names. BCS ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,315 | $2,067,088 | |
| 2 | SAN |
Banco Santander, S.A.
|
94,626 | $1,305,838 | |
| 3 | BCS |
Barclays PLC
This page
|
40,847 | $1,097,150 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,586 | $717,150 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,040 | $664,425 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
24,421 | $611,990 | |
| 7 | C |
Citigroup Inc
|
4,257 | $595,809 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,995 | $459,425 |
All Filings in BCS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,150 | 40,847 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $746,694 | 35,288 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $974,276 | 38,282 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $711,730 | 34,433 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $612,298 | 32,937 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $492,272 | 32,049 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,257 | 18,680 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $203,427 | 16,743 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $114,393 | 10,681 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||