Position in BCH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$206,274
New position
Shares Held
5,188
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#98
of 153 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. BCH ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in BCH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,274 | 5,188 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||