Position in BCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$946,707
+$256,024 QoQ
Shares Held
35,246
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $1,959,123,071 across 18 Banks - Diversified names. BCS ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,121,918 | $1,021,897,417 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,436,079 | $352,281,382 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,071,716 | $253,846,609 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,792,713 | $159,128,786 | |
| 5 | C |
Citigroup Inc
|
803,519 | $112,460,518 | |
| 6 | RY |
Royal Bank Of Canada
|
86,666 | $17,937,260 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
87,439 | $8,314,574 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
415,183 | $8,257,988 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,707 | 35,246 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $690,683 | 32,641 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $936,075 | 36,781 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $772,499 | 37,373 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $618,303 | 33,260 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $516,695 | 33,639 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $445,281 | 33,505 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $351,243 | 28,909 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,601,861 | 149,567 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,454,864 | 153,954 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,142,378 | 144,972 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,029,914 | 132,210 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $981,579 | 124,883 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,021,259 | 142,039 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,271,727 | 163,042 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,005,682 | 157,138 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,177,777 | 154,971 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,248,292 | 158,012 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,617,994 | 156,328 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,553,972 | 150,579 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,432,415 | 148,437 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,414,090 | 138,230 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,472,403 | 184,281 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,186,064 | 236,740 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,464,059 | 258,668 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $958,762 | 211,648 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||