Position in BCS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,936
New position
Shares Held
221
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $20,643,910 across 12 Banks - Diversified names. BCS ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,289 | $19,407,068 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,037 | $912,097 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,650 | $207,977 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
557 | $80,547 | |
| 5 | C |
Citigroup Inc
|
157 | $21,973 | |
| 6 | BCS |
Barclays PLC
This page
|
221 | $5,936 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38 | $4,370 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
15 | $1,426 |
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,936 | 221 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||