PERSONAL CFO SOLUTIONS, LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1677501
CHESTER, NJ
Position in BBVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$827,180
+$157,648 QoQ
Shares Held
33,008
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#206
of 522 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. BBVA ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
This page
|
33,008 | $827,180 |
All Filings in BBVA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,180 | 33,008 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $669,532 | 30,911 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $717,388 | 30,776 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $567,278 | 29,469 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $521,012 | 33,898 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $426,592 | 31,321 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $356,646 | 36,692 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $393,112 | 36,265 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $336,566 | 33,556 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $392,188 | 33,124 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $299,445 | 32,870 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $262,494 | 32,608 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $274,022 | 35,680 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $284,368 | 40,336 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $231,727 | 38,557 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $49,813 | 11,194 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $256,157 | 56,672 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $333,297 | 58,576 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $332,993 | 56,728 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $366,977 | 55,687 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $344,040 | 55,401 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $273,574 | 52,409 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $57,728 | 11,686 | Shares | Defined | 2021-02-09 | |
| 2020-03-31 | $36,462 | 11,916 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||