Legacy Wealth Asset Management, LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1846151
WOODBURY, MN
Position in BBVA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$839,560
+$83,670 QoQ
Shares Held
33,502
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#203
of 522 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. BBVA ranks #10 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in BBVA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,560 | 33,502 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $755,890 | 34,898 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,472,562 | 63,173 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,612,437 | 83,763 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,302,653 | 84,753 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,887,337 | 138,571 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,394,207 | 143,437 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,569,848 | 144,820 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,641,138 | 163,623 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,942,020 | 164,022 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,548,618 | 169,991 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,387,675 | 172,382 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $585,523 | 76,240 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $535,948 | 76,021 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $449,001 | 74,709 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $285,418 | 64,139 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $943,070 | 208,644 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $950,053 | 166,969 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $843,982 | 143,779 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $441,378 | 66,977 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $419,932 | 67,622 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $448,319 | 85,885 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $431,583 | 87,365 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||