Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
BMA holding history
Macro Bank Inc. in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BMA overviewAll 13F holders of BMAFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −4,362−100.0% | Sold out | Holders |
| Q1 2025 | 4,362 | $329.4K | 0.1% | −53−1.2% | Reduced | Holders |
| Q4 2024 | 4,415 | $427.2K | 0.1% | −88−2.0% | Reduced | Holders |
| Q3 2024 | 4,503 | $286.0K | <0.1% | +267+6.3% | Added | Holders |
| Q2 2024 | 4,236 | $242.8K | <0.1% | +9+0.2% | Added | Holders |
| Q1 2024 | 4,227 | $203.7K | <0.1% | +4,227 | New | Holders |