Position in BBD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$861,279
+$298,283 QoQ
Shares Held
261,787
+33.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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, 2026Kathmere Capital Management, LLC holds $12,880,566 across 19 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,456 | $2,574,476 | |
| 2 | USB |
US Bancorp De
|
24,423 | $1,475,149 | |
| 3 | NWG |
NatWest Group plc
|
69,191 | $1,219,837 | |
| 4 | LYG |
Lloyds Banking Group plc
|
184,422 | $1,075,180 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
24,526 | $827,997 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
84,014 | $804,854 | |
| 7 | MTB |
M&T Bank Corp
|
3,076 | $732,118 | |
| 8 | BPOP |
Popular, Inc.
|
3,525 | $578,734 |
All Filings in BBD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BBDO | $861,279 | 261,787 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 BBDO | $562,996 | 196,166 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 BBDO | $314,409 | 107,307 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 BBDO | $285,710 | 104,656 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 BBDO | $98,186 | 47,205 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||