Position in BCS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,078,129
-$391,306 QoQ
Shares Held
114,599
-30.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#128
of 552 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $34,828,989 across 12 Banks - Diversified names. BCS ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,243 | $12,845,411 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,603 | $6,587,058 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,405 | $4,496,029 | |
| 4 | BCS |
Barclays PLC
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|
114,599 | $3,078,129 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
93,174 | $1,853,230 | |
| 6 | UBS |
UBS Group AG
|
23,818 | $1,180,420 | |
| 7 | C |
Citigroup Inc
|
8,255 | $1,155,369 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
7,469 | $1,080,092 |
All Filings in BCS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,078,129 | 114,599 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,469,435 | 163,962 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,361,129 | 132,068 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,871,977 | 90,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,218,351 | 65,538 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $925,393 | 60,247 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $980,509 | 73,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $916,024 | 75,393 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $822,720 | 76,818 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $658,967 | 69,732 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $450,799 | 57,208 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||