EverSource Wealth Advisors, LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1710537
BIRMINGHAM, AL
Position in BBVA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,075,520
-$497,986 QoQ
Shares Held
42,918
-40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#174
of 522 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. BBVA ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
This page
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in BBVA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,520 | 42,918 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,573,506 | 72,646 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,107,244 | 47,501 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $936,722 | 48,661 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $760,413 | 49,474 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $536,475 | 39,389 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $495,949 | 51,024 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $281,445 | 25,964 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $336,102 | 33,510 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $380,275 | 32,118 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $279,327 | 30,662 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $231,266 | 28,729 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $215,899 | 28,112 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $197,074 | 27,954 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $168,290 | 28,002 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $116,192 | 26,111 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $14,097 | 3,119 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,106 | 546 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,497 | 2,129 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||