Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,147,651
+$2,971,380 QoQ
Shares Held
722,142
-7.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#382
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. BAC ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,147,651 | 722,142 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $38,176,271 | 783,103 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,949,300 | 817,260 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $46,095,871 | 893,504 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $116,307,449 | 2,457,892 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $113,397,978 | 2,717,421 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $121,948,680 | 2,774,714 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $146,906,510 | 3,702,281 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $153,409,315 | 3,857,413 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $156,556,398 | 4,128,597 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $153,856,243 | 4,569,535 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $120,444,620 | 4,399,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $130,387,701 | 4,544,709 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $141,799,801 | 4,958,035 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $161,856,711 | 4,886,978 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $147,116,944 | 4,871,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $135,554,651 | 4,354,470 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $168,137,863 | 4,079,036 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $140,365,327 | 3,154,986 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $130,383,646 | 3,071,464 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $143,596,503 | 3,482,816 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $185,782,454 | 4,801,821 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $154,341,217 | 5,092,089 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $98,848,352 | 4,103,294 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $101,845,153 | 4,288,217 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $91,743,470 | 4,321,407 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||