Position in BCBP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,157
-$3,161 QoQ
Shares Held
686
-40.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BCBP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,187,910 across 278 Banks - Regional names. BCBP ranks #189 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,276 | $2,091,126 | |
| 2 | FHN |
First Horizon Corp
|
78,364 | $1,783,558 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,249 | $1,716,527 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
19,116 | $1,392,211 | |
| 5 | KB |
KB Financial Group Inc.
|
9,093 | $906,839 | |
| 6 | FITB |
Fifth Third Bancorp
|
18,997 | $882,593 | |
| 7 | USB |
US Bancorp De
|
16,241 | $844,689 | |
| 8 | WF |
Woori Financial Group Inc.
|
12,625 | $840,822 |
All Filings in BCBP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||