Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,965,352
+$494,508 QoQ
Shares Held
52,042
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,229
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $244,287,702 across 13 Banks - Diversified names. BAC ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,734 | $122,334,349 | |
| 2 | BCS |
Barclays PLC
|
2,283,137 | $61,325,059 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
986,652 | $19,624,507 | |
| 4 | ING |
Ing Groep NV
|
618,799 | $19,417,912 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
129,640 | $10,713,449 | |
| 6 | RY |
Royal Bank Of Canada
|
19,105 | $3,954,161 | |
| 7 | BAC |
Bank Of America Corp /De/
This page
|
52,042 | $2,965,352 | |
| 8 | C |
Citigroup Inc
|
12,068 | $1,689,036 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,965,352 | 52,042 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,470,844 | 50,684 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,388,430 | 43,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,850,625 | 74,639 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,306,721 | 69,880 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $601,621 | 14,417 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,359,065 | 30,923 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,357,492 | 34,211 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,533,650 | 38,563 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,457,796 | 38,444 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,211,175 | 95,372 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $869,917 | 31,772 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $953,971 | 33,251 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,086,885 | 38,003 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,032,516 | 31,175 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,036,282 | 34,314 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,099,418 | 35,317 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,287,218 | 31,228 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,182,455 | 26,578 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,106,501 | 26,066 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,074,701 | 26,066 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $999,246 | 25,827 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $791,272 | 26,106 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $628,893 | 26,106 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $676,138 | 28,469 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $671,504 | 31,630 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||