Position in BBVA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$845,674
+$121,494 QoQ
Shares Held
33,746
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#201
of 522 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. BBVA ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in BBVA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,674 | 33,746 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $724,180 | 33,434 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $781,491 | 33,526 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $641,313 | 33,315 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $489,934 | 31,876 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $434,205 | 31,880 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $286,137 | 29,438 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $312,105 | 28,792 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $284,280 | 28,343 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $321,349 | 27,141 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $236,778 | 25,991 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $201,684 | 25,054 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $176,732 | 23,012 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $168,530 | 23,905 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $95,492 | 15,889 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $64,520 | 14,499 | Shares | Sole | 2022-11-02 | |
| 2021-09-30 | $77,590 | 11,774 | Shares | Sole | 2021-10-22 | |
| 2020-06-30 | $35,417 | 10,417 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||