Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,182,050
+$137,825 QoQ
Shares Held
20,745
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,784
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026WRAPMANAGER INC holds $6,443,094 across 8 Banks - Diversified names. BAC ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,244 | $2,698,508 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
20,745 | $1,182,050 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,794 | $809,376 | |
| 4 | C |
Citigroup Inc
|
5,201 | $727,931 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
12,682 | $317,810 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,364 | $265,809 | |
| 7 | BCS |
Barclays PLC
|
8,880 | $238,516 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,613 | $203,094 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,050 | 20,745 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,044,225 | 21,420 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,199,605 | 21,811 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,299,345 | 25,186 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,649,764 | 34,864 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,536,289 | 36,815 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,383,628 | 54,235 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,259,617 | 56,946 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,276,832 | 57,250 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,040,020 | 53,798 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,436,328 | 42,659 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,172,548 | 42,825 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,139,509 | 39,718 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $932,846 | 32,617 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,047,287 | 31,621 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $999,287 | 33,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $955,659 | 30,699 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,249,872 | 30,322 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,328,426 | 29,859 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,230,752 | 28,993 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,178,353 | 28,580 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,339,409 | 34,619 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $991,379 | 32,708 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $548,240 | 22,758 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $483,716 | 20,367 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $200,368 | 9,438 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||