Orion Porfolio Solutions, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1360533 OMAHA, NE

Position in BAC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$15,596,586

-$3,287,059 QoQ

Shares Held

319,930

-6.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 38.01706623323852.ToString("F0")% Shared 0.ToString("F0")% None 61.982933766761484.ToString("F0")%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $164,087,301 across 18 Banks - Diversified names. BAC ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	201,029	$59,134,690
2	WFC	Wells Fargo & Company/Mn	259,566	$20,664,048
3	BAC	Bank Of America Corp /De/ This page	319,930	$15,596,586
4	C	Citigroup Inc	93,920	$10,651,467
5	HSBC	Hsbc Holdings PLC	102,919	$8,489,787
6	SAN	Banco Santander, S.A.	680,036	$7,670,805
7	MUFG	Mitsubishi Ufj Financial Group Inc	333,543	$5,660,224
8	BCS	Barclays PLC	224,566	$4,751,816

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.