Position in BBD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,266
-$3,748 QoQ
Shares Held
20,826
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#209
of 303 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $13,716,937 across 29 Banks - Regional names. BBD ranks #29 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,820 | $1,330,154 | |
| 2 | KB |
KB Financial Group Inc.
|
8,811 | $924,802 | |
| 3 | EWBC |
East West Bancorp Inc
|
6,242 | $805,779 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
12,364 | $782,023 | |
| 5 | WF |
Woori Financial Group Inc.
|
12,565 | $721,231 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
71,823 | $688,064 | |
| 7 | FNB |
Fnb Corp/Pa/
|
33,341 | $636,146 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,489 | $612,841 |
All Filings in BBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,266 | 20,826 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,014 | 20,826 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $98,191 | 29,487 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,666 | 29,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $91,117 | 29,488 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,444 | 20,827 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $98,452 | 51,546 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $200,896 | 75,525 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $61,154 | 27,301 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $50,034 | 17,556 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $106,647 | 30,823 | Shares | Sole | 2023-08-16 | |
| 2022-09-30 | $81,891 | 22,253 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $63,410 | 13,666 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,737 | 13,666 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $220,431 | 57,554 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $275,686 | 53,740 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||