Position in BFC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$5,045,706
+$467,711 QoQ
Shares Held
37,359
-0.6% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp De
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in BFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,045,706 | 37,359 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,577,995 | 37,580 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,555,797 | 37,555 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,467,641 | 37,974 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,341,197 | 23,240 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,299,581 | 23,207 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,128,910 | 23,472 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,959,943 | 23,731 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,053,732 | 23,696 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||