UNITED CAPITAL FINANCIAL ADVISERS, LLC
CIK
0001463217
City
NEWPORT BEACH
State / Country
CA
Holdings in BBVA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,698,547 | 330,268 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $6,658,036 | 345,872 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $5,420,553 | 352,671 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $4,788,628 | 351,588 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $3,577,368 | 368,042 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $4,158,538 | 383,629 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $3,933,244 | 392,148 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $621,824 | 52,519 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $517,958 | 56,856 | Shares | Defined | 2024-02-14 |
| 2022-06-30 | $334,520 | 74,009 | Shares | Defined | 2022-08-11 |
| 2022-03-31 | $689,195 | 121,124 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $877,782 | 149,537 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $927,417 | 140,731 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $840,405 | 135,331 | Shares | Defined | 2021-08-13 |
| 2021-03-31 | $666,212 | 127,627 | Shares | Defined | 2021-05-14 |
| 2020-12-31 | $642,442 | 130,049 | Shares | Defined | 2021-02-17 |