Position in BCS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$565,617
+$107,461 QoQ
Shares Held
21,058
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#250
of 552 holders
Holding Since
Mar 2025
6 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, 2026Diversified Enterprises, LLC holds $15,179,703 across 9 Banks - Diversified names. BCS ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,872 | $8,796,011 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,851 | $1,814,869 | |
| 3 | C |
Citigroup Inc
|
10,888 | $1,523,884 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,565 | $949,364 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,593 | $792,765 | |
| 6 | BCS |
Barclays PLC
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|
21,058 | $565,617 | |
| 7 | ING |
Ing Groep NV
|
9,184 | $288,193 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,474 | $235,252 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,617 | 21,058 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $458,156 | 21,652 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556,642 | 21,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $298,226 | 14,428 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $279,482 | 15,034 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $236,405 | 15,391 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||