Position in BMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$742,829
-$299,059 QoQ
Shares Held
9,601
-16.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BMA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026X-Square Capital, LLC holds $11,670,861 across 5 Banks - Regional names.
All Filings in BMA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,829 | 9,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,041,888 | 11,556 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,025,257 | 71,536 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $381,942 | 5,440 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $453,060 | 6,000 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $444,500 | 7,000 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $963,600 | 20,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $574,000 | 20,000 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||