Position in BCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,128,308
+$246,910 QoQ
Shares Held
42,007
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#186
of 552 holders
Holding Since
Mar 2023
9 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, 2026Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. BCS ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
15,985 | $2,237,260 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
6,630 | $2,170,197 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
13,511 | $1,953,825 | |
| 4 | UBS |
UBS Group AG
|
31,602 | $1,566,195 | |
| 5 | BCS |
Barclays PLC
This page
|
42,007 | $1,128,308 | |
| 6 | BAC |
Bank Of America Corp /De/
|
17,863 | $1,017,833 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,668 | $443,880 | |
| 8 | TD |
Toronto Dominion Bank
|
3,638 | $441,762 |
All Filings in BCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,308 | 42,007 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $881,398 | 41,654 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,261,581 | 49,571 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,036,001 | 50,121 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $915,594 | 49,252 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $246,205 | 16,029 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $197,236 | 14,841 | Shares | Sole | 2025-02-03 | |
| 2023-06-30 | $187,578 | 23,865 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $140,873 | 19,593 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||