Position in BAP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$292,184
+$13,379 QoQ
Shares Held
750
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#335
of 426 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in BAP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $5,626,564 across 4 Banks - Regional names. BAP ranks #4 (5.2% of the industry book) .
All Filings in BAP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,184 | 750 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $278,805 | 822 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $236,488 | 824 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $226,870 | 852 | Shares | Other | 2025-11-10 | |
| 2024-09-30 | $303,485 | 1,677 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $285,230 | 1,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $320,899 | 1,894 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $299,859 | 2,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $265,025 | 2,071 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $305,761 | 2,071 | Shares | Other | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||