Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$791,623
+$97,667 QoQ
Shares Held
13,893
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,114
of 3,594 holders
Holding Since
Jun 2020
25 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, 2026FOSTER & MOTLEY INC holds $21,174,763 across 6 Banks - Diversified names. BAC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,479 | $16,523,291 | |
| 2 | TD |
Toronto Dominion Bank
|
16,839 | $2,044,759 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,772 | $972,838 | |
| 4 | BAC |
Bank Of America Corp /De/
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|
13,893 | $791,623 | |
| 5 | C |
Citigroup Inc
|
3,598 | $503,576 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,342 | $338,676 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,623 | 13,893 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $693,956 | 14,235 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $788,535 | 14,337 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $991,869 | 19,226 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $893,023 | 18,872 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $784,565 | 18,801 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $872,627 | 19,855 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $608,492 | 15,335 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $609,077 | 15,315 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $579,038 | 15,270 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $511,784 | 15,200 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $696,711 | 25,446 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $734,291 | 25,594 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $794,708 | 27,787 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,060,535 | 32,021 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $489,028 | 16,193 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $543,841 | 17,470 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $742,537 | 18,014 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $803,800 | 18,067 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $790,461 | 18,621 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $860,346 | 20,867 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $779,100 | 20,137 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $598,470 | 19,745 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $362,482 | 15,047 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $375,178 | 15,797 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||