Financial Engines Advisors L.L.C.
Position in BAC — Bank Of America Corp /De/
CIK 1420473
SANTA CLARA, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,427,689
+$353,426 QoQ
Shares Held
42,606
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,349
of 3,595 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $32,842,328 across 8 Banks - Diversified names. BAC ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
128,045 | $18,516,587 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,685 | $7,098,151 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
42,606 | $2,427,689 | |
| 4 | RY |
Royal Bank Of Canada
|
10,105 | $2,091,431 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,030 | $1,489,999 | |
| 6 | C |
Citigroup Inc
|
4,773 | $668,029 | |
| 7 | ING |
Ing Groep NV
|
9,436 | $296,101 | |
| 8 | UBS |
UBS Group AG
|
5,132 | $254,341 |
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,427,689 | 42,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,074,263 | 42,549 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,439,140 | 44,348 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,221,413 | 43,059 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,674,370 | 35,384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,061,569 | 25,439 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,064,644 | 24,224 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $207,288 | 5,224 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $218,305 | 5,757 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $221,367 | 8,085 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $225,101 | 7,231 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $329,059 | 7,983 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $322,196 | 7,242 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $384,724 | 9,063 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $389,376 | 10,064 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $202,440 | 6,679 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||