BKM Wealth Management, LLC

Position in BCS — Barclays PLC

CIK 2007263 BROOKFIELD, WI

Position in BCS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$920,465

+$253,777 QoQ

Shares Held

34,269

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#208

of 552 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BKM Wealth Management, LLC holds $9,800,316 across 5 Banks - Diversified names. BCS ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,960	$6,860,836
2	C	Citigroup Inc	10,499	$1,469,440
3	BCS	Barclays PLC This page	34,269	$920,465
4	BAC	Bank Of America Corp /De/	5,054	$287,976
5	BNY	Bank of New York Mellon Corp	1,809	$261,599

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$920,465	34,269	+8.8%	Shares	Sole	2026-07-29
2026-03-31	$666,688	31,507	+5.0%	Shares	Sole	2026-04-22
2025-12-31	$763,398	29,996	-10.1%	Shares	Sole	2026-01-29
2025-09-30	$689,344	33,350	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.