SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in BAC — Bank Of America Corp /De/
CIK 1079935
LOS ANGELES, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$819,314
+$210,086 QoQ
Shares Held
14,379
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,082
of 3,594 holders
Holding Since
Sep 2020
21 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $80,306,074 across 7 Banks - Diversified names. BAC ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
505,602 | $70,764,055 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
20,882 | $6,835,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,954 | $905,237 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
14,379 | $819,314 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,055 | $586,392 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,200 | $212,039 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,314 | $183,733 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,314 | 14,379 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $609,228 | 12,497 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $729,025 | 13,255 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $734,641 | 14,240 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $590,364 | 12,476 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $491,370 | 11,775 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $504,193 | 11,472 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $427,670 | 10,778 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $439,934 | 11,062 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $200,520 | 5,288 | Shares | Defined | 2024-05-13 | |
| 2023-03-31 | $230,629 | 8,064 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $278,141 | 8,398 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $274,759 | 9,098 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $309,089 | 9,929 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $428,934 | 10,406 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $496,552 | 11,161 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $437,786 | 10,313 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $422,895 | 10,257 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $384,268 | 9,932 | Shares | Defined | 2021-04-15 | |
| 2020-12-31 | $268,424 | 8,856 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $205,824 | 8,544 | Shares | Defined | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||