Position in BCBP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$160,800
+$26,100 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 105 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in BCBP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $11,619,814 across 5 Banks - Regional names. BCBP ranks #5 (1.4% of the industry book) .
All Filings in BCBP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,800 | 15,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $134,700 | 15,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $121,050 | 15,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,200 | 15,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $126,300 | 15,000 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||