After a Tough Year, This Emerging-Market Bank Gets Right-Sized With a $4 Million Sale

2 hours ago 1

Jonathan Ponciano, The Motley Fool

Mon, February 2, 2026 astatine 10:44 AM CST 4 min read

On February 2, PING Capital Management reported selling 269,600 shares of Banco BBVA Argentina (NYSE:BBAR), an estimated $3.87 cardinal commercialized based connected quarterly mean pricing.

According to a February 2 SEC filing, PING Capital Management reduced its presumption successful Banco BBVA Argentina (NYSE:BBAR) by 269,600 shares. The estimated transaction worth was $3.87 million, calculated utilizing the mean closing terms during the 4th quarter. Meanwhile, the fund’s quarter-end BBAR presumption decreased successful worth by $5.37 million, a fig that incorporates some stock income and terms movements implicit the period.

Following the reduction, BBAR accounted for 4.1% of the fund’s 13F AUM.

Top holdings include:

NYSE: YPF: $70.46 cardinal (28.1% of AUM)
NASDAQ: GGAL: $24.32 cardinal (9.7% of AUM)
NYSEMKT: KWEB: $16.85 cardinal (6.7% of AUM)
NYSEMKT: FXI: $14.36 cardinal (5.7% of AUM)

As of January 30, BBAR shares were priced astatine $20.22, down 9.3% implicit the past twelvemonth and underperforming the S&P 500’s astir 14% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$1.6 billion
Net income (TTM)	$178.61 million
Dividend yield	1%
Price (as of February 2)	$20.22

Banco BBVA Argentina offers a afloat suite of retail and firm banking products, including checking and savings accounts, clip deposits, user and secured loans, recognition cards, mortgages, insurance, and concern solutions.
The institution operates a wide carnal and integer organisation web to supply banking, investment, and security products, including done mobile and net banking and a wide web of branches and ATMs.
It serves idiosyncratic consumers, tiny and medium-sized enterprises, and ample corporations operating successful Argentina, with a absorption connected some retail and organization clients.

Banco BBVA Argentina is simply a starring fiscal instauration successful Argentina, operating an extended web of branches and integer channels to present broad banking services. The institution leverages its beardown marque and diversified merchandise offering to service a wide lawsuit basal crossed retail, SME, and firm segments. Its strategy emphasizes integer innovation and customer-centric solutions to support competitory positioning successful the Argentine banking sector.

This determination shows however emerging-market hazard tin beryllium managed erstwhile fundamentals are improving but volatility refuses to cooperate. Plus, it’s important to enactment that cutting vulnerability present is not astir exiting Argentina. It is astir keeping idiosyncratic positions aligned with portfolio construction.