Position in BBD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$672,895
-$37,489 QoQ
Shares Held
193,918
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#121
of 303 holders
Holding Since
Dec 2021
19 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, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. BBD ranks #14 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in BBD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,895 | 193,918 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $710,384 | 194,626 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $644,967 | 193,684 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $656,058 | 194,100 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $596,876 | 193,164 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $427,783 | 191,831 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $246,945 | 129,291 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $475,193 | 178,644 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $394,596 | 176,159 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $467,527 | 163,471 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $553,308 | 158,088 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $431,273 | 151,324 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $517,941 | 149,694 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $397,228 | 151,614 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $425,698 | 147,812 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $513,017 | 139,407 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $188,630 | 57,862 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $237,104 | 51,100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $167,857 | 49,081 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||