Position in BBD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,981
-$103 QoQ
Shares Held
571
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 303 holders
Holding Since
Dec 2025
3 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, 2026Benson Wealth Management INC holds $22,200 across 5 Banks - Regional names. BBD ranks #4 (8.9% of the industry book) .
All Filings in BBD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981 | 571 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,084 | 571 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,901 | 571 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||