Position in BCS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$337,334
New position
Shares Held
12,559
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#308
of 552 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GK Wealth Management LLC holds $2,049,316 across 5 Banks - Diversified names. BCS ranks #4 (16.5% of the industry book) .
All Filings in BCS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,334 | 12,559 | Shares | Defined | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||