Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,245,347
+$1,289,064 QoQ
Shares Held
144,706
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#786
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $42,186,747 across 15 Banks - Diversified names. BAC ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
91,710 | $30,019,434 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
144,706 | $8,245,347 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,151 | $2,904,878 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,051 | $730,425 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,424 | $160,985 | |
| 6 | C |
Citigroup Inc
|
549 | $76,838 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,195 | $16,491 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
79 | $13,959 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,245,347 | 144,706 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,956,283 | 142,693 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,621,020 | 138,564 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,098,680 | 137,598 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,493,107 | 137,217 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,575,127 | 133,600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,770,590 | 131,299 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,172,247 | 130,349 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,085,867 | 127,882 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,790,244 | 126,325 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,241,342 | 125,968 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,486,651 | 127,343 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,562,523 | 124,173 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,387,841 | 118,456 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,895,574 | 117,620 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,619,772 | 119,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,684,982 | 118,374 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,919,236 | 119,341 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,167,024 | 116,139 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,944,576 | 116,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,684,717 | 113,624 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,257,524 | 110,042 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,469,767 | 114,476 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,685,553 | 111,480 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,469,833 | 103,993 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,103,362 | 99,075 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||