Position in BBD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$872,465
+$235,449 QoQ
Shares Held
251,431
+44.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#112
of 303 holders
Holding Since
Sep 2020
10 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, 2026ALTFEST L J & CO INC holds $3,639,504 across 4 Banks - Regional names. BBD ranks #3 (24.0% of the industry book) .
All Filings in BBD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,465 | 251,431 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $637,016 | 174,525 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $193,376 | 58,071 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $996,002 | 322,331 | Shares | Sole | 2025-08-08 | |
| 2022-06-30 | $81,516 | 25,005 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $67,674 | 14,585 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $66,630 | 17,397 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $88,928 | 17,335 | Shares | Sole | 2021-07-28 | |
| 2020-12-31 | $554,430 | 105,405 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $299,634 | 87,357 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||