Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,856,286
+$1,074,617 QoQ
Shares Held
155,428
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#768
of 3,594 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $28,160,031 across 5 Banks - Diversified names. BAC ranks #2 (31.4% of the industry book) .
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,856,286 | 155,428 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,781,669 | 159,624 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $8,209,575 | 149,265 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $7,741,697 | 150,062 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $7,557,949 | 159,720 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $7,599,699 | 182,116 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $564,581 | 12,846 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $555,599 | 14,002 | Shares | Defined | 2024-11-14 | |
| 2022-06-30 | $247,576 | 7,953 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $362,571 | 8,796 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $429,150 | 9,646 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $403,529 | 9,506 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $394,529 | 9,569 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $411,041 | 10,624 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $4,606,361 | 151,975 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,591,914 | 149,104 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,597,459 | 151,472 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $2,925,514 | 137,801 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||