Position in BCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$728,013
-$77,717 QoQ
Shares Held
27,104
-28.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $763,627,931 across 19 Banks - Diversified names. BCS ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,338,645 | $438,178,667 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,562,718 | $146,023,671 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
657,831 | $54,363,153 | |
| 4 | C |
Citigroup Inc
|
347,607 | $48,651,075 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
168,026 | $24,298,239 | |
| 6 | RY |
Royal Bank Of Canada
|
85,324 | $17,659,508 | |
| 7 | TD |
Toronto Dominion Bank
|
85,338 | $10,362,593 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
35,123 | $6,206,234 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,013 | 27,104 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $805,730 | 38,078 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $964,962 | 37,916 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $667,082 | 32,273 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $579,803 | 31,189 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $447,406 | 29,128 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $237,572 | 17,876 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $243,777 | 20,064 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $183,783 | 17,160 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $142,298 | 15,058 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $122,912 | 15,598 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $126,875 | 16,287 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $122,152 | 15,541 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $123,552 | 17,184 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $388,557 | 49,815 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $116,915 | 18,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $171,790 | 22,604 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $274,019 | 34,686 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $375,011 | 36,233 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $374,192 | 36,259 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $345,952 | 35,850 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $309,447 | 30,249 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $191,184 | 23,928 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $112,078 | 22,371 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $128,080 | 22,629 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $97,028 | 21,419 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||