Position in BBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,449
+$16,223 QoQ
Shares Held
5,317
+771.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 303 holders
Holding Since
Dec 2024
5 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, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. BBD ranks #89 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in BBD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,449 | 5,317 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,226 | 610 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,027 | 609 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,058 | 609 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $1,094 | 573 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||