Position in BMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,098,909
+$2,218,246 QoQ
Shares Held
206,274
-5.5% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#11
of 93 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $77,462,398 across 6 Banks - Regional names. BMA ranks #3 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
334,855 | $21,179,578 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
2,386,158 | $19,494,910 | |
| 3 | BMA |
Macro Bank Inc.
This page
|
206,274 | $19,098,909 | |
| 4 | CIB |
Grupo Cibest S.A.
|
210,755 | $16,740,269 | |
| 5 | RF |
Regions Financial Corp
|
24,537 | $741,017 | |
| 6 | USB |
US Bancorp \De\
|
3,439 | $207,715 |
All Filings in BMA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,098,909 | 206,274 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,880,663 | 218,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,540,154 | 116,905 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $1,530,718 | 21,802 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,596,184 | 34,382 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,991,514 | 20,582 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,052,764 | 32,327 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $641,981 | 11,198 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $852,978 | 17,704 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $754,580 | 26,292 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $364,728 | 18,486 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||