Position in BBD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$103,072
-$14,848 QoQ
Shares Held
29,704
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#196
of 303 holders
Holding Since
Mar 2024
9 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, 2026RIVERSEDGE ADVISORS, LLC holds $2,490,614 across 9 Banks - Regional names. BBD ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,872 | $460,923 | |
| 2 | USB |
US Bancorp De
|
6,640 | $401,056 | |
| 3 | WAL |
Western Alliance Bancorporation
|
3,892 | $319,922 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,828 | $285,288 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
26,146 | $250,478 | |
| 6 | LYG |
Lloyds Banking Group plc
|
39,409 | $229,754 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
3,242 | $227,166 | |
| 8 | PB |
Prosperity Bancshares Inc
|
2,916 | $212,955 |
All Filings in BBD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,072 | 29,704 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $117,920 | 32,307 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $104,991 | 31,529 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $99,284 | 29,374 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $86,214 | 27,901 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $54,822 | 24,584 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $36,734 | 13,810 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,952 | 10,693 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $30,313 | 10,599 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||