Position in BAP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$216,606
New position
Shares Held
556
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#352
of 425 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Holistic Financial Partners holds $511,447 across 3 Banks - Regional names. BAP ranks #2 (42.4% of the industry book) .
All Filings in BAP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,606 | 556 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||