ALPS ADVISORS INC

Position in BAC — Bank Of America Corp /De/

CIK 1376113 Denver, CO

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,458,686

+$2,677,365 QoQ

Shares Held

60,700

+209.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,158

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ALPS ADVISORS INC holds $29,037,544 across 5 Banks - Diversified names. BAC ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	50,366	$16,486,302
2	C	Citigroup Inc	32,128	$4,496,634
3	WFC	Wells Fargo & Company/Mn	45,342	$3,747,062
4	BAC	Bank Of America Corp /De/ This page	60,700	$3,458,686
5	BNY	Bank of New York Mellon Corp	5,870	$848,860

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,458,686	60,700	+209.0%	Shares	Defined	2026-07-29
2024-06-30	$781,321	19,646	-4.9%	Shares	Other	2024-08-13
2024-03-31	$783,540	20,663	-36.5%	Shares	Other	2024-05-14
2023-12-31	$1,095,722	32,543	-5.8%	Shares	Other	2024-02-14
2023-09-30	$945,705	34,540	+4.0%	Shares	Defined	2023-11-14
2023-06-30	$952,708	33,207	-3.8%	Shares	Other	2023-08-14
2023-03-31	$987,071	34,513	-20.0%	Shares	Other	2023-05-10
2022-12-31	$1,428,432	43,129	-14.0%	Shares	Other	2023-02-14
2022-09-30	$1,514,348	50,144	+21.3%	Shares	Other	2022-11-14
2022-06-30	$1,286,665	41,332	-40.4%	Shares	Other	2022-08-15
2022-03-31	$2,857,617	69,326	-12.8%	Shares	Other	2022-05-16
2021-12-31	$3,535,175	79,460	+5.2%	Shares	Other	2022-02-09
2021-09-30	$3,206,970	75,547	0.0%	Shares	Other	2021-11-15
2021-06-30	$3,114,802	75,547	-4.9%	Shares	Other	2021-08-11
2021-03-31	$3,074,655	79,469	-12.9%	Shares	Other	2021-05-07
2020-12-31	$2,765,029	91,225	-5.4%	Shares	Other	2021-02-03
2020-09-30	$2,323,552	96,453	+30.4%	Shares	Other	2020-11-05
2020-06-30	$1,757,356	73,994	-25.3%	Shares	Defined	2020-08-05
2020-03-31	$2,102,766	99,047	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.