Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,073,958
+$335,631 QoQ
Shares Held
36,398
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,447
of 3,594 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, 2026ASPIRIANT, LLC holds $20,248,594 across 8 Banks - Diversified names. BAC ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,003 | $8,838,891 | |
| 2 | RY |
Royal Bank Of Canada
|
29,286 | $6,061,323 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
36,398 | $2,073,958 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
23,728 | $1,960,881 | |
| 5 | TD |
Toronto Dominion Bank
|
4,240 | $514,863 | |
| 6 | C |
Citigroup Inc
|
2,770 | $387,689 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,435 | $207,515 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,958 | 36,398 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,738,327 | 35,658 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,972,685 | 35,867 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,706,390 | 33,076 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,651,468 | 34,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,536,707 | 36,825 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,594,418 | 36,278 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,376,499 | 34,690 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,360,332 | 34,205 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,721,112 | 45,388 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,562,422 | 46,404 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,256,988 | 45,909 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,241,272 | 43,265 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,198,711 | 41,913 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,413,561 | 42,680 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,183,568 | 39,191 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,143,902 | 36,746 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,560,712 | 37,863 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,710,818 | 38,454 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,539,873 | 36,275 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,499,122 | 36,360 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,359,102 | 35,128 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,058,758 | 34,931 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $821,324 | 34,094 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $806,336 | 33,951 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $772,559 | 36,390 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||