Position in BCBP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,170
+$1,013 QoQ
Shares Held
669
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 105 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCBP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. BCBP ranks #162 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp De
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in BCBP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,170 | 669 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,157 | 686 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,318 | 1,155 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,466 | 1,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,493 | 1,484 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,272 | 332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,801 | 659 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,712 | 625 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,643 | 625 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,290 | 315 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||