Position in BCS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,733
-$1,974 QoQ
Shares Held
460
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,980 | $6,540,053 | |
| 2 | C |
Citigroup Inc
|
28,021 | $3,921,819 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,954 | $2,475,398 | |
| 4 | BAC |
Bank Of America Corp /De/
|
43,400 | $2,472,932 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,686 | $822,252 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,623 | $286,784 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,733 | 460 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,707 | 460 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $25,245 | 1,358 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||