Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,728,922
+$8,543,257 QoQ
Shares Held
398,893
+37.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#473
of 3,589 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. BAC ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
4,868 | $860,175 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,728,922 | 398,893 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $14,185,665 | 290,988 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,553,660 | 264,612 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,262,561 | 121,391 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $5,368,358 | 113,448 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,854,349 | 92,364 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,629,209 | 105,329 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,291,312 | 108,148 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $138,399 | 3,480 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $670,653 | 17,686 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $907,204 | 26,944 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,510,198 | 55,157 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $276,887 | 9,651 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $276,590 | 9,671 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $269,133 | 8,126 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $226,590 | 7,503 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $214,205 | 6,881 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $236,932 | 5,748 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $129,510 | 2,911 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $45,676 | 1,076 | Shares | Defined | 2021-11-02 | |
| 2020-09-30 | $42,061 | 1,746 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||