Position in BCBP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$134,700
+$13,650 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BCBP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IBEX WEALTH ADVISORS holds $10,179,345 across 4 Banks - Regional names. BCBP ranks #4 (1.3% of the industry book) .
All Filings in BCBP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||