Orion Porfolio Solutions, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1360533 OMAHA, NE

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,145,677

+$4,549,091 QoQ

Shares Held

353,557

+10.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#499

of 3,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. BAC ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	198,839	$65,085,969
2	WFC	Wells Fargo & Company/Mn	261,737	$21,629,945
3	BAC	Bank Of America Corp /De/ This page	353,557	$20,145,677
4	C	Citigroup Inc	89,208	$12,485,551
5	SAN	Banco Santander, S.A.	682,907	$9,424,116
6	HSBC	Hsbc Holdings PLC	87,615	$8,331,310
7	UBS	UBS Group AG	150,741	$7,470,723
8	RY	Royal Bank Of Canada	30,797	$6,374,055

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,145,677	353,557	+10.5%	Shares	Sole	2026-08-14
2026-03-31	$15,596,586	319,930	-6.8%	Shares	Sole	2026-05-13
2025-12-31	$18,883,645	343,339	+8.5%	Shares	Sole	2026-02-12
2025-09-30	$16,324,314	316,424	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$15,030,109	317,627	+19.9%	Shares	Sole	2025-08-27
2025-03-31	$11,050,270	264,804	-1.3%	Shares	Sole	2025-08-01
2024-12-31	$11,793,015	268,328	+24.1%	Shares	Sole	2025-08-01
2024-09-30	$8,580,601	216,245	+6.5%	Shares	Sole	2025-07-31
2024-06-30	$8,071,440	202,953	+8.5%	Shares	Sole	2025-07-31
2024-03-31	$7,092,025	187,026	+1.1%	Shares	Sole	2025-07-31
2023-12-31	$6,229,892	185,028	-4.0%	Shares	Sole	2025-07-31
2023-09-30	$5,278,617	192,791	-11.5%	Shares	Sole	2025-07-31
2023-06-30	$6,247,448	217,757	+7.6%	Shares	Sole	2025-07-31
2023-03-31	$5,785,722	202,298	+31.1%	Shares	Sole	2025-07-31
2022-12-31	$5,110,449	154,301	-8.5%	Shares	Sole	2023-02-06
2022-09-30	$5,090,814	168,570	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$5,326,685	171,111	-2.9%	Shares	Sole	2022-07-18
2022-03-31	$7,263,870	176,222	-8.5%	Shares	Sole	2022-05-16
2021-12-31	$8,569,975	192,627	+28.4%	Shares	Sole	2022-02-08
2021-09-30	$6,366,651	149,980	+0.1%	Shares	Sole	2021-11-08
2021-06-30	$6,179,346	149,875	+3.5%	Shares	Sole	2021-08-03
2021-03-31	$5,603,124	144,821	+100.7%	Shares	Sole	2021-05-12
2020-12-31	$2,187,260	72,163	-41.0%	Shares	Sole	2021-02-16
2020-09-30	$2,948,640	122,401	+94.7%	Shares	Sole	2020-12-03
2020-06-30	$1,493,067	62,866	+148.6%	Shares	Sole	2020-08-12
2020-03-31	$536,927	25,291	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.