Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,948,679
+$3,672,751 QoQ
Shares Held
295,930
+46.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#81
of 552 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $577,176,682 across 17 Banks - Diversified names. BCS ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,862 | $311,245,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
895,638 | $51,033,453 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
591,357 | $48,869,742 | |
| 4 | C |
Citigroup Inc
|
336,131 | $47,044,894 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
301,979 | $43,669,183 | |
| 6 | SAN |
Banco Santander, S.A.
|
927,575 | $12,800,535 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
122,531 | $11,651,472 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
444,108 | $8,833,308 |
All Filings in BCS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,948,679 | 295,930 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,275,928 | 202,076 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,041,110 | 198,079 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,263,311 | 206,256 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,733,522 | 200,835 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,430,919 | 158,263 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,286,677 | 172,060 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,651,464 | 135,923 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $1,325,019 | 123,718 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,156,613 | 122,393 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $914,702 | 116,079 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $784,258 | 100,675 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $794,795 | 101,119 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $790,569 | 101,355 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $462,144 | 72,210 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $547,352 | 72,020 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $718,789 | 90,986 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $851,815 | 82,301 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $733,483 | 71,074 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $613,933 | 63,620 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $704,826 | 68,898 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $490,809 | 61,428 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $368,174 | 73,488 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $397,332 | 70,200 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $351,387 | 77,569 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||