Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$617,780
+$131,100 QoQ
Shares Held
23,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#245
of 552 holders
Holding Since
Dec 2025
3 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, 2026Oakmont Investment Advisors, Inc. holds $3,607,410 across 4 Banks - Diversified names. BCS ranks #3 (17.1% 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 | $617,780 | 23,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $486,680 | 23,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $585,350 | 23,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||