Waverly Advisors, LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1568787
BIRMINGHAM, AL
Position in BBVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$566,381
+$88,215 QoQ
Shares Held
22,601
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 522 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. BBVA ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in BBVA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,381 | 22,601 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $478,166 | 22,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $395,337 | 16,960 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $308,000 | 16,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $241,524 | 15,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,067 | 15,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $137,985 | 14,196 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,125 | 14,495 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $171,983 | 17,147 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $195,951 | 16,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $150,350 | 16,504 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $132,856 | 16,504 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $126,750 | 16,504 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $116,352 | 16,504 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $99,188 | 16,504 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $73,442 | 16,504 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $74,598 | 16,504 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $93,906 | 16,504 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $96,878 | 16,504 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $108,760 | 16,504 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $102,488 | 16,504 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||