Position in BCS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,351,539
+$171,573 QoQ
Shares Held
87,548
-15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#146
of 552 holders
Holding Since
Dec 2025
3 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, 2026Bluebird Wealth Management LLC holds $7,257,006 across 4 Banks - Diversified names. BCS ranks #1 (32.4% of the industry book) .
All Filings in BCS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,351,539 | 87,548 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,179,966 | 103,023 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,628,221 | 103,270 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||