Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,601,339
+$339,823 QoQ
Shares Held
59,618
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#163
of 552 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. BCS ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,052 | $19,329,491 | |
| 2 | BAC |
Bank Of America Corp /De/
|
106,782 | $6,084,438 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
49,044 | $4,052,996 | |
| 4 | C |
Citigroup Inc
|
27,097 | $3,792,496 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,434 | $2,608,699 | |
| 6 | SAN |
Banco Santander, S.A.
|
160,444 | $2,214,127 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100,440 | $1,997,751 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
76,040 | $1,793,023 |
All Filings in BCS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,339 | 59,618 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,261,516 | 59,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,395,296 | 54,825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $982,734 | 47,544 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $704,821 | 37,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $553,804 | 36,055 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $424,854 | 31,968 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $260,641 | 21,452 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $152,510 | 14,240 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $82,196 | 8,698 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $646 | 82 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||