Position in BWB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,566
+$743 QoQ
Shares Held
122
+18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 149 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. BWB ranks #151 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in BWB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566 | 122 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,823 | 103 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,384 | 136 | Shares | Sole | 2026-01-20 | |
| 2023-12-31 | $338 | 25 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $38,731 | 3,573 | Shares | Sole | 2023-04-28 | |
| 2022-03-31 | $1,384 | 83 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,468 | 83 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,453 | 83 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,889 | 117 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,616 | 162 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||