Position in BMA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$383,523
-$43,925 QoQ
Shares Held
4,957
+4.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,243,545 across 13 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
57,636 | $770,016 | |
| 2 | TFC |
Truist Financial Corp
|
13,659 | $680,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,558 | $629,830 | |
| 4 | GGAL |
Grupo Financiero Galicia SA
|
11,335 | $567,090 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
66,434 | $542,765 | |
| 6 | USB |
US Bancorp \De\
|
6,603 | $398,821 | |
| 7 | RF |
Regions Financial Corp
|
10,339 | $312,237 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,540 | $288,310 |
All Filings in BMA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,523 | 4,957 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $427,448 | 4,741 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $442,903 | 10,473 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $674,226 | 9,603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $315,178 | 4,174 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $246,254 | 2,545 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||