Position in BCS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,124
+$1,702 QoQ
Shares Held
228
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#489
of 552 holders
Holding Since
Mar 2026
2 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, 2026Park Square Financial Group, LLC holds $80,748 across 8 Banks - Diversified names. BCS ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
79 | $25,859 | |
| 2 | BAC |
Bank Of America Corp /De/
|
272 | $15,498 | |
| 3 | TD |
Toronto Dominion Bank
|
77 | $9,350 | |
| 4 | SAN |
Banco Santander, S.A.
|
486 | $6,706 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
274 | $6,460 | |
| 6 | RY |
Royal Bank Of Canada
|
31 | $6,416 | |
| 7 | BCS |
Barclays PLC
This page
|
228 | $6,124 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
173 | $4,335 |
All Filings in BCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,124 | 228 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,422 | 209 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||