Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,395,031
+$1,857,825 QoQ
Shares Held
199,983
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#684
of 3,608 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)
Derivatives in BAC
reported options exposure · as of Dec 31, 2021CallValue
$1,000
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. BAC ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in BAC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,395,031 | 199,983 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,537,206 | 195,635 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $10,855,515 | 197,373 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,040,187 | 194,615 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,477,344 | 200,282 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,875,893 | 164,771 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,326,069 | 166,691 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,518,551 | 164,278 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,840,957 | 172,013 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,495,961 | 171,307 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,585,179 | 165,880 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,478,300 | 127,038 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,657,716 | 127,491 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,346,772 | 117,020 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,003,247 | 120,871 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,895,769 | 128,999 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,534,500 | 113,540 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,606,005 | 111,742 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,000 | 1,500 | Call | Sole | 2022-01-25 | |
| 2021-12-31 | $4,920,238 | 110,592 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,285,539 | 100,955 | Shares | Sole | 2021-10-28 | |
| 2021-09-30 | $2,000 | 1,500 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $2,000 | 1,500 | Call | Sole | 2021-07-26 | |
| 2021-06-30 | $3,913,139 | 94,910 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $3,365,643 | 86,990 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,330,020 | 76,873 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,014,213 | 83,612 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,000 | 3,000 | Call | Sole | 2020-07-30 | |
| 2020-06-30 | $1,963,626 | 82,679 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,361,479 | 64,130 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||