Position in BCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$187,860,047
-$256,267 QoQ
Shares Held
6,994,045
-21.3% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#10
of 552 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. BCS ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
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|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in BCS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,860,047 | 6,994,045 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $188,116,314 | 8,890,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,017,006 | 39,961 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $721,630 | 34,912 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $486,350 | 26,162 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $373,478 | 24,315 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $298,320 | 22,447 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $169,504 | 13,951 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,617 | 3,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,439 | 364 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,473 | 187 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,859 | 3,833 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $850 | 109 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $646 | 85 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||