Position in BMA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$544,892
+$109,532 QoQ
Shares Held
5,885
+4.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 93 holders
Holding Since
Sep 2025
4 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, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. BMA ranks #23 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp \De\
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in BMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,892 | 5,885 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $435,360 | 5,627 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $485,872 | 5,389 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $253,570 | 5,996 | Shares | Defined | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||