Werba Rubin Papier Wealth Management
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1971029
SAN JOSE, CA
Position in BBVA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$376,902
+$45,894 QoQ
Shares Held
15,040
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#289
of 522 holders
Holding Since
Mar 2023
14 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, 2026Werba Rubin Papier Wealth Management holds $6,805,372 across 12 Banks - Diversified names. BBVA ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,999 | $2,290,982 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,715 | $781,480 | |
| 3 | C |
Citigroup Inc
|
4,684 | $655,572 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,877 | $560,652 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,869 | $462,993 | |
| 6 | UBS |
UBS Group AG
|
8,314 | $412,041 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
This page
|
15,040 | $376,902 | |
| 8 | ING |
Ing Groep NV
|
10,264 | $322,084 |
All Filings in BBVA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,902 | 15,040 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $331,008 | 15,282 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $354,941 | 15,227 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $295,218 | 15,336 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $234,254 | 15,241 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $192,654 | 14,145 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $173,288 | 17,828 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $202,989 | 18,726 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $170,881 | 17,037 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $223,136 | 18,846 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $183,138 | 20,103 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $82,576 | 10,258 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $78,435 | 10,213 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $72,234 | 10,246 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||