ALBION FINANCIAL GROUP /UT
Position in BAC — Bank Of America Corp /De/
CIK 1054677
SALT LAKE CITY, UT
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$790,939
+$114,241 QoQ
Shares Held
13,881
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,113
of 3,589 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $50,274,453 across 10 Banks - Diversified names. BAC ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,161 | $30,167,060 | |
| 2 | C |
Citigroup Inc
|
134,675 | $18,849,113 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
13,881 | $790,939 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,052 | $334,857 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
500 | $72,305 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,647 | $22,728 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
644 | $15,185 | |
| 8 | BCS |
Barclays PLC
|
385 | $10,341 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,939 | 13,881 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $676,698 | 13,881 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $722,205 | 13,131 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $672,269 | 13,031 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $606,926 | 12,826 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $535,228 | 12,826 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $563,702 | 12,826 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $506,316 | 12,760 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $507,465 | 12,760 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $483,859 | 12,760 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $429,629 | 12,760 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $349,368 | 12,760 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $367,232 | 12,800 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $364,936 | 12,760 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $422,611 | 12,760 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $392,479 | 12,996 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $404,503 | 12,994 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $535,530 | 12,992 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $577,969 | 12,991 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $615,100 | 14,490 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $597,381 | 14,489 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $636,115 | 20,987 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $505,552 | 20,986 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $501,101 | 21,099 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $456,275 | 21,492 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||