Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,007,002
+$779,199 QoQ
Shares Held
105,423
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#911
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $24,413,763 across 6 Banks - Diversified names. BAC ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,234 | $16,443,095 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
105,423 | $6,007,002 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,555 | $954,905 | |
| 4 | C |
Citigroup Inc
|
3,361 | $470,405 | |
| 5 | RY |
Royal Bank Of Canada
|
1,436 | $297,208 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,536 | $241,148 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,007,002 | 105,423 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,227,803 | 107,237 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,108,190 | 111,058 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,750,427 | 111,464 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,267,709 | 111,321 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,537,970 | 108,746 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,114,153 | 116,363 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,615,379 | 116,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,373,739 | 160,265 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,213,836 | 163,867 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,062,757 | 90,964 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,887,631 | 105,465 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,292,818 | 79,917 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,214,612 | 77,434 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,253,426 | 37,845 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,109,276 | 36,731 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,198,816 | 38,510 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,515,906 | 36,776 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,406,951 | 31,624 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,267,557 | 29,860 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,215,460 | 29,480 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $927,012 | 23,960 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $665,577 | 21,959 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $587,241 | 24,377 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $560,238 | 23,589 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $532,724 | 25,093 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||