Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,304,329
+$174,694 QoQ
Shares Held
22,891
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,722
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, 2026WealthTrust Axiom LLC holds $9,445,096 across 7 Banks - Diversified names. BAC ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
26,340 | $3,198,466 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,574 | $1,818,326 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,508 | $1,802,933 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
22,891 | $1,304,329 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,502 | $537,325 | |
| 6 | C |
Citigroup Inc
|
2,831 | $396,226 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,075 | $387,491 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,304,329 | 22,891 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,129,635 | 23,172 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,278,805 | 23,251 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,211,126 | 23,476 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,068,769 | 22,586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $963,253 | 23,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,145,029 | 26,053 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,056,956 | 26,637 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $622,082 | 15,642 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $600,994 | 15,849 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $558,888 | 16,599 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $435,834 | 15,918 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $456,687 | 15,918 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $477,934 | 16,711 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $566,716 | 17,111 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $516,752 | 17,111 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $542,938 | 17,441 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $729,223 | 17,691 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $787,072 | 17,691 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $770,085 | 18,141 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $740,779 | 17,967 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $718,357 | 18,567 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $577,072 | 19,039 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $498,108 | 20,677 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $475,451 | 20,019 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $415,343 | 19,564 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||