MONETA GROUP INVESTMENT ADVISORS LLC
Position in BAC — Bank Of America Corp /De/
CIK 1120927
ST LOUIS, MO
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,761,304
-$4,731,841 QoQ
Shares Held
101,111
-53.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#929
of 3,589 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $39,523,760 across 11 Banks - Diversified names. BAC ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
76,436 | $25,019,795 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
101,111 | $5,761,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,379 | $3,254,280 | |
| 4 | C |
Citigroup Inc
|
15,864 | $2,220,325 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,906 | $1,143,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,454 | $972,210 | |
| 7 | ING |
Ing Groep NV
|
8,039 | $252,263 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,448 | $236,766 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,761,304 | 101,111 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,493,145 | 215,244 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,884,895 | 216,089 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,480,374 | 222,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,745,662 | 227,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,760,170 | 209,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,075,279 | 206,491 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,326,054 | 209,830 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,408,093 | 211,418 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,861,005 | 207,305 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $6,413,461 | 190,480 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,257,124 | 192,006 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,504,606 | 191,865 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,210,576 | 182,188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,543,857 | 167,387 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,391,002 | 178,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,072,996 | 195,085 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,917,993 | 167,831 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,669,987 | 172,398 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,599,001 | 61,225 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,371,013 | 57,507 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,236,998 | 83,665 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,213,993 | 73,045 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,520,006 | 63,097 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,541,992 | 64,926 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,258,004 | 59,256 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||