Marks Group Wealth Management, Inc
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1802473
MINNETONKA, MN
Position in BBVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$392,037
+$116,782 QoQ
Shares Held
15,644
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#283
of 522 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. BBVA ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,463 | $7,025,483 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,680 | $3,196,514 | |
| 3 | SAN |
Banco Santander, S.A.
|
68,891 | $950,695 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
35,541 | $706,910 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,297 | $693,871 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,922 | $451,395 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
This page
|
15,644 | $392,037 | |
| 8 | UBS |
UBS Group AG
|
6,941 | $343,995 |
All Filings in BBVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,037 | 15,644 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $275,255 | 12,708 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $376,386 | 16,147 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $323,765 | 16,819 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,067,861 | 69,477 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $930,232 | 68,299 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $869,744 | 89,480 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $1,179,532 | 108,813 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $830,864 | 82,838 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $812,708 | 68,641 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $660,866 | 72,543 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $605,922 | 75,270 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $580,722 | 75,615 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $534,523 | 75,819 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $459,001 | 76,373 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $354,539 | 79,672 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $347,772 | 76,941 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $385,065 | 67,674 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $301,688 | 51,395 | Shares | Other | 2022-03-03 | |
| 2021-09-30 | $233,088 | 35,370 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $129,515 | 20,856 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $139,368 | 26,699 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $131,893 | 26,699 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $73,155 | 26,699 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $103,910 | 30,562 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $82,586 | 26,989 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||