Plante Moran Financial Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1424717
SOUTHFIELD, MI
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$157,777
+$23,861 QoQ
Shares Held
2,769
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,313
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. BAC ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,777 | 2,769 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $133,916 | 2,747 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $221,375 | 4,025 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $309,488 | 5,999 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,140 | 5,582 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $274,792 | 6,585 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $262,689 | 5,977 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $213,795 | 5,388 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $234,881 | 5,906 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $158,391 | 4,177 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $200,908 | 5,967 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $160,638 | 5,867 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $168,525 | 5,874 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $157,557 | 5,509 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $186,531 | 5,632 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $207,625 | 6,875 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $190,795 | 6,129 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $224,607 | 5,449 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $487,877 | 10,966 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,156,804 | 27,251 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $939,549 | 22,788 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,083,900 | 28,015 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $182,860 | 6,033 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $103,707 | 4,305 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $131,717 | 5,546 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $125,257 | 5,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||