Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$241,525
New position
Shares Held
8,992
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#348
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $6,805,372 across 12 Banks - Diversified names. BCS ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,999 | $2,290,982 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,715 | $781,480 | |
| 3 | C |
Citigroup Inc
|
4,684 | $655,572 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,877 | $560,652 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,869 | $462,993 | |
| 6 | UBS |
UBS Group AG
|
8,314 | $412,041 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,040 | $376,902 | |
| 8 | ING |
Ing Groep NV
|
10,264 | $322,084 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,525 | 8,992 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||