Position in BAC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$437,704,166
-$22,884,094 QoQ
Shares Held
8,978,547
+7.2% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,250,535,577 across 19 Banks - Diversified names. BAC ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,190,378 | $2,115,121,592 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,314,060 | $502,662,316 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
8,978,547 | $437,704,166 | |
| 4 | C |
Citigroup Inc
|
2,903,455 | $329,280,831 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,116,407 | $251,069,362 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,086,159 | $86,312,118 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,260,112 | $70,614,063 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
3,162,585 | $68,501,591 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,704,166 | 8,978,547 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $460,588,260 | 8,374,332 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $438,501,277 | 8,499,734 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $400,037,601 | 8,453,880 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $325,495,084 | 7,800,026 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $336,162,079 | 7,648,739 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $290,979,153 | 7,333,144 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $344,172,005 | 8,654,061 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $323,395,449 | 8,528,361 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,081,519 | 6,863,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,439,166 | 8,964,177 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $239,137,347 | 8,335,216 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $240,216,633 | 8,399,183 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,501,511 | 7,382,292 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $224,331,398 | 7,428,192 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $222,935,004 | 7,161,420 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $296,376,457 | 7,190,113 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $306,535,343 | 6,889,983 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $299,992,664 | 7,066,965 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $283,380,551 | 6,873,164 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $252,978,395 | 6,538,599 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $150,927,705 | 4,979,469 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $93,101,177 | 3,864,723 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $89,001,961 | 3,747,451 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $73,093,658 | 3,442,942 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||