Position in BAC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$422,160,813
-$61,663,957 QoQ
Shares Held
8,659,709
-1.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.06655916497887.ToString("F0")%
Shared 0.ToString("F0")%
None 86.93344083502113.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2026CallValue
$341,250
CallShares
7,000
PutValue
$1,218,750
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. BAC ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,390,938 | $1,585,798,322 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
8,659,709 | $422,160,813 | |
| 3 | C |
Citigroup Inc
|
2,232,638 | $253,203,475 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,865,275 | $228,104,542 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,368 | $95,422,175 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
289,549 | $39,187,561 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
377,367 | $31,129,003 | |
| 8 | RY |
Royal Bank Of Canada
|
169,890 | $27,484,804 |
All Filings in BAC
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,250 | 7,000 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $1,218,750 | 25,000 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $422,160,813 | 8,659,709 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $483,824,770 | 8,796,814 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,804,000 | 32,800 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $442,650,248 | 8,580,156 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $1,955,261 | 37,900 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $1,940,120 | 41,000 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $386,781,566 | 8,173,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,391,129 | 57,300 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $313,725,973 | 7,517,996 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $958,110 | 21,800 | Put | Sole | 2025-02-11 | |
| 2024-12-31 | $308,875,194 | 7,027,877 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $260,373,255 | 6,561,826 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $2,575,232 | 64,900 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $409,631 | 10,300 | Call | Sole | 2024-08-07 | |
| 2024-06-30 | $1,654,432 | 41,600 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $249,348,474 | 6,269,763 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $226,992,608 | 5,986,092 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $9,290 | 245 | Call | Sole | 2024-05-10 | |
| 2023-12-31 | $197,687,984 | 5,871,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,700 | 15,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $2,612,052 | 95,400 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $149,620,008 | 5,464,573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $430,350 | 15,000 | Call | Sole | 2023-07-31 | |
| 2023-06-30 | $728,726 | 25,400 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $153,630,990 | 5,354,862 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $429,000 | 15,000 | Call | Sole | 2023-05-10 | |
| 2023-03-31 | $137,907,827 | 4,821,952 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $150,356,685 | 4,539,755 | Shares | Sole | 2023-02-07 | |
| 2022-12-31 | $1,026,720 | 31,000 | Call | Sole | 2023-02-07 | |
| 2022-09-30 | $906,000 | 30,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $136,141,539 | 4,507,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $132,949,007 | 4,270,768 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $933,900 | 30,000 | Call | Sole | 2022-08-12 | |
| 2022-03-31 | $174,861,340 | 4,242,148 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $177,671,793 | 3,993,522 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $153,106,282 | 3,606,744 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $140,486,978 | 3,407,397 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $126,616,894 | 3,272,600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $93,456,914 | 3,083,369 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $68,854,062 | 2,858,201 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $68,664,266 | 2,891,127 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $56,762,268 | 2,673,682 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||