AE Wealth Management LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1697723
TOPEKA, KS
Position in BBVA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$413,385
+$104,106 QoQ
Shares Held
16,496
+15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 522 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. BBVA ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in BBVA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,385 | 16,496 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $309,279 | 14,279 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $297,735 | 12,773 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $248,554 | 12,912 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $159,739 | 10,393 | Shares | Sole | 2025-08-06 | |
| 2023-12-31 | $160,499 | 17,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $164,896 | 20,484 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $713,602 | 92,917 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $920,377 | 130,550 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $622,221 | 103,531 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $58,246 | 13,089 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $69,657 | 15,411 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $67,693 | 11,897 | Shares | Sole | 2022-04-18 | |
| 2021-06-30 | $62,702 | 10,097 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $93,430 | 18,913 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $52,753 | 19,253 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $46,192 | 13,586 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $33,448 | 10,931 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||