Position in BBD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$149,053
-$72,381 QoQ
Shares Held
42,955
-31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#177
of 303 holders
Holding Since
Mar 2025
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, 2026Aprio Wealth Management, LLC holds $10,596,538 across 18 Banks - Regional names. BBD ranks #18 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
18,281 | $1,156,273 | |
| 2 | RF |
Regions Financial Corp
|
36,975 | $1,116,645 | |
| 3 | KB |
KB Financial Group Inc.
|
10,109 | $1,061,040 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
22,838 | $771,010 | |
| 5 | WF |
Woori Financial Group Inc.
|
11,997 | $688,627 | |
| 6 | LYG |
Lloyds Banking Group plc
|
108,247 | $631,080 | |
| 7 | USB |
US Bancorp De
|
9,913 | $598,745 | |
| 8 | BAP |
Credicorp Ltd
|
1,519 | $591,772 |
All Filings in BBD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,053 | 42,955 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 BBDO | $61,105 | 18,573 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $160,329 | 43,926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BBDO | $54,860 | 19,115 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $89,840 | 26,979 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 BBDO | $56,006 | 19,115 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $72,092 | 21,329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BBDO | $52,183 | 19,115 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $47,601 | 15,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BBDO | $43,028 | 20,687 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $25,370 | 11,377 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||