Position in BCS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$33,252
+$6,633 QoQ
Shares Held
1,238
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 552 holders
Holding Since
Mar 2025
6 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. BCS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
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|
1,238 | $33,252 |
All Filings in BCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,252 | 1,238 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,619 | 1,258 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $37,793 | 1,485 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $30,694 | 1,485 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $22,531 | 1,212 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $17,479 | 1,138 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||