Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$453,902
-$23,555 QoQ
Shares Held
7,966
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,594
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. BAC ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,799 | $2,880,176 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
7,966 | $453,902 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,925 | $241,722 | |
| 4 | BCS |
Barclays PLC
|
6,105 | $163,980 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
233 | $22,155 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 7 | TD |
Toronto Dominion Bank
|
2 | $242 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,902 | 7,966 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $477,457 | 9,794 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $701,855 | 12,761 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $697,857 | 13,527 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $686,565 | 14,509 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $605,460 | 14,509 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $485,735 | 11,052 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $478,223 | 12,052 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $479,308 | 12,052 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $461,107 | 12,160 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $413,164 | 12,271 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $356,514 | 13,021 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $373,572 | 13,021 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $372,400 | 13,021 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $431,255 | 13,021 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $393,234 | 13,021 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $405,343 | 13,021 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $553,213 | 13,421 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $597,100 | 13,421 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $561,146 | 13,219 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $545,019 | 13,219 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $511,443 | 13,219 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $396,818 | 13,092 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $315,386 | 13,092 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $310,935 | 13,092 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $277,943 | 13,092 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||