Cherry Tree Wealth Management, LLC
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1985414
MINNETONKA, MN
Position in BBVA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,519
-$954 QoQ
Shares Held
578
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $678,461 across 6 Banks - Diversified names. BBVA ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,172 | $344,755 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,579 | $284,924 | |
| 3 | C |
Citigroup Inc
|
150 | $17,011 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
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|
578 | $12,519 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
533 | $10,526 | |
| 6 | BAC |
Bank Of America Corp /De/
|
179 | $8,726 |
All Filings in BBVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,519 | 578 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,473 | 578 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,126 | 578 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $8,883 | 578 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,872 | 578 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||