Bartlett & Co. Wealth Management LLC Banks—Regional

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.88B
$49.2 Billion 0.69% of portfolio
382,437
Q2 2025 Added 2.88%
$67.2B
$17 Billion 0.24% of portfolio
371,803
Q2 2025 Reduced 0.36%
$1.58B
$6.26 Billion 0.09% of portfolio
385,513
Q2 2025 New
$1.05B
$3.59 Billion 0.05% of portfolio
134,158
Q4 2021 New
$1.94B
$2.63 Billion 0.04% of portfolio
82,049
Q3 2024 Reduced 2.82%
$29.2B
$1.95 Billion 0.03% of portfolio
46,976
Q2 2025 Added 3.15%
$79.2B
$1.82 Billion 0.03% of portfolio
9,780
Q2 2025 Reduced 0.88%
$31.7B
$783 Million 0.01% of portfolio
400
Q2 2025 Reduced 1.23%
$174M
$548 Million 0.01% of portfolio
37,693
Q2 2025 Added 0.19%
$59.7B
$438 Million 0.01% of portfolio
10,177
Q2 2025 Added 0.15%
$24.5B
$250 Million 0.0% of portfolio
14,784
Q2 2025 Added 23.02%
$829M
$216 Million 0.0% of portfolio
12,168
Q2 2025 Added 0.37%
$6.39B
$161 Million 0.0% of portfolio
5,000
Q1 2023 New
$1.58B
$158 Million 0.0% of portfolio
2,550
Q1 2025 Reduced 10.53%
$2.36B
$104 Million 0.0% of portfolio
4,306
Q2 2025 Reduced 0.02%
$1.94B
$101 Million 0.0% of portfolio
3,443
Q1 2024 Reduced 7.4%
$22.9B
$43.1 Million 0.0% of portfolio
1,830
Q2 2025 Added 1.95%
$1.42B
$14.9 Million 0.0% of portfolio
500
Q2 2023 New
$7.67B
$11.8 Million 0.0% of portfolio
189
Q1 2025 New
$33.8B
$6.98 Million 0.0% of portfolio
36
Q2 2025 Reduced 2.7%
$17.1B
$5.85 Million 0.0% of portfolio
336
Q2 2025 Added 12.0%
$1.88B
$5.73 Million 0.0% of portfolio
138
Q1 2022 Reduced 52.08%
$71.2B
$3.87 Million 0.0% of portfolio
911
Q1 2025 New
$10.6B
$3.28 Million 0.0% of portfolio
60
Q2 2025 New
$8.1B
$2.98 Million 0.0% of portfolio
24
Q2 2025 New
$61.4B
$1.52 Million 0.0% of portfolio
52
Q2 2025 New
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