Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,875,148
+$1,121,323 QoQ
Shares Held
138,209
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#801
of 3,594 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SCS Capital Management LLC holds $66,337,800 across 8 Banks - Diversified names. BAC ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
108,904 | $35,647,546 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
819,852 | $16,306,856 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
138,209 | $7,875,148 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
27,826 | $4,023,917 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,404 | $1,025,066 | |
| 6 | RY |
Royal Bank Of Canada
|
4,016 | $831,191 | |
| 7 | C |
Citigroup Inc
|
2,347 | $328,486 | |
| 8 | UBS |
UBS Group AG
|
6,045 | $299,590 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,875,148 | 138,209 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,753,825 | 138,540 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,511,855 | 154,761 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,315,327 | 161,181 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,080,802 | 191,902 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,277,294 | 174,390 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||