Position in BMA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$55,924
+$43,391 QoQ
Shares Held
604
+272.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 93 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $5,415,209 across 25 Banks - Regional names. BMA ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,766 | $869,860 | |
| 2 | KB |
KB Financial Group Inc.
|
7,522 | $789,509 | |
| 3 | CIB |
Grupo Cibest S.A.
|
9,580 | $760,939 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
9,068 | $573,551 | |
| 5 | BAP |
Credicorp Ltd
|
1,378 | $536,841 | |
| 6 | OZK |
Bank OZK
|
7,659 | $398,957 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
40,054 | $327,241 | |
| 8 | BSAC |
Banco Santander Chile
|
6,676 | $219,840 |
All Filings in BMA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,924 | 604 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,533 | 162 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $162,468 | 1,802 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $337,429 | 4,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $362,901 | 4,806 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $465,028 | 4,806 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $420,814 | 6,627 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $362,325 | 6,320 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $31,066 | 1,892 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $26,998 | 1,892 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||