Position in BCH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$451,872
+$131,069 QoQ
Shares Held
11,365
+31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 153 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $25,602,695 across 30 Banks - Regional names. BCH ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
63,926 | $3,861,130 | |
| 2 | KB |
KB Financial Group Inc.
|
28,888 | $3,032,084 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
289,789 | $2,367,576 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
8,464 | $2,084,006 | |
| 5 | WTFC |
Wintrust Financial Corp
|
11,484 | $1,845,708 | |
| 6 | NU |
Nu Holdings Ltd.
|
134,768 | $1,800,500 | |
| 7 | RF |
Regions Financial Corp
|
54,949 | $1,659,459 | |
| 8 | NWG |
NatWest Group plc
|
78,222 | $1,379,053 |
All Filings in BCH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,872 | 11,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $320,803 | 8,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $319,656 | 8,412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $159,105 | 5,251 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $81,921 | 2,693 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $223,443 | 8,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $366,077 | 16,141 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $590,305 | 23,323 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $854,124 | 37,743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $988,342 | 44,380 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $846,135 | 36,661 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $784,204 | 38,822 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $846,406 | 40,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $527,352 | 27,016 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $437,344 | 21,006 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $335,358 | 18,979 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $147,790 | 8,107 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||