Position in BBD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$222,503
-$121,159 QoQ
Shares Held
64,122
-31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 303 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $97,803,776 across 62 Banks - Regional names. BBD ranks #60 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
65,354 | $16,091,461 | |
| 2 | USB |
US Bancorp De
|
193,924 | $11,713,009 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
65,020 | $6,559,217 | |
| 4 | TFC |
Truist Financial Corp
|
97,766 | $4,870,702 | |
| 5 | FITB |
Fifth Third Bancorp
|
64,043 | $3,610,103 | |
| 6 | RF |
Regions Financial Corp
|
102,153 | $3,085,020 | |
| 7 | UMBF |
Umb Financial Corp
|
16,041 | $2,290,013 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
31,425 | $2,201,949 |
All Filings in BBD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,503 | 64,122 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $343,662 | 94,154 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $28,608 | 12,829 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $117,441 | 44,151 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $79,542 | 35,510 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $57,599 | 14,187 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||