Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$424,045
-$65,697 QoQ
Shares Held
7,442
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,640
of 3,594 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Dec 31, 2023CallValue
$134,680
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JAG CAPITAL MANAGEMENT, LLC holds $1,040,445 across 3 Banks - Diversified names. BAC ranks #1 (40.8% of the industry book) .
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,045 | 7,442 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $489,742 | 10,046 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $551,705 | 10,031 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $516,880 | 10,019 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $426,163 | 9,006 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $333,214 | 7,985 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $388,078 | 8,830 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $324,463 | 8,177 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $438,146 | 11,017 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $406,881 | 10,730 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $303,939 | 9,027 | Shares | Sole | 2024-02-08 | |
| 2023-12-31 | $134,680 | 4,000 | Call | Sole | 2024-02-08 | |
| 2023-09-30 | $307,313 | 11,224 | Shares | Sole | 2023-11-15 | |
| 2023-09-30 | $109,520 | 4,000 | Call | Sole | 2023-11-15 | |
| 2023-06-30 | $91,808 | 3,200 | Call | Sole | 2023-09-07 | |
| 2023-06-30 | $327,582 | 11,418 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $325,010 | 11,364 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $57,200 | 2,000 | Call | Sole | 2023-09-07 | |
| 2022-12-31 | $288,309 | 8,705 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $132,480 | 4,000 | Call | Sole | 2023-09-07 | |
| 2022-03-31 | $220,980 | 5,361 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $225,486 | 5,469 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $215,309 | 5,565 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||