Position in BCS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$691,725
+$149,691 QoQ
Shares Held
25,753
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#231
of 554 holders
Holding Since
Jun 2023
9 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. BCS ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in BCS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,725 | 25,753 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $542,034 | 25,616 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $667,604 | 26,232 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $434,586 | 21,025 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $332,426 | 17,882 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $185,763 | 12,094 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $141,352 | 10,636 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $129,259 | 16,593 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $95,923 | 12,204 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||