Position in BBD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$838,289
+$35,541 QoQ
Shares Held
241,582
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#113
of 303 holders
Holding Since
Dec 2023
11 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, 2026Bleakley Financial Group, LLC holds $54,231,444 across 42 Banks - Regional names. BBD ranks #23 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,378 | $5,017,471 | |
| 2 | FITB |
Fifth Third Bancorp
|
63,529 | $3,581,129 | |
| 3 | USB |
US Bancorp De
|
57,323 | $3,462,309 | |
| 4 | TFC |
Truist Financial Corp
|
49,983 | $2,490,153 | |
| 5 | COSO |
CoastalSouth Bancshares, Inc.
|
90,307 | $2,424,742 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
27,546 | $1,930,148 | |
| 7 | WAL |
Western Alliance Bancorporation
|
23,311 | $1,916,164 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
195,994 | $1,877,622 |
All Filings in BBD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,289 | 241,582 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $802,748 | 219,931 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $643,139 | 193,135 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $609,856 | 180,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $494,851 | 160,146 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $310,335 | 139,164 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $151,524 | 79,332 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $214,433 | 80,614 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $172,551 | 77,032 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $197,803 | 69,162 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $160,716 | 45,919 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||