Position in BCS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$698
+$285 QoQ
Shares Held
33
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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, 2026Frazier Financial Advisors, LLC holds $2,322,973 across 7 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,202 | $2,030,100 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,575 | $130,158 | |
| 3 | C |
Citigroup Inc
|
540 | $75,578 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
415 | $39,462 | |
| 5 | BAC |
Bank Of America Corp /De/
|
594 | $33,846 | |
| 6 | UBS |
UBS Group AG
|
183 | $9,069 | |
| 7 | RY |
Royal Bank Of Canada
|
23 | $4,760 |
All Filings in BCS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $698 | 33 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $413 | 20 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $3,219 | 265 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,178 | 857 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,474 | 791 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||