Position in BAC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$9,537,206
-$1,318,309 QoQ
Shares Held
195,635
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.27346844889718097.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72653155110281.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Dec 31, 2021CallValue
$66,735
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 Mar 31, 2026SIGNATUREFD, LLC holds $86,987,490 across 19 Banks - Diversified names. BAC ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,876 | $24,672,964 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
195,635 | $9,537,206 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,407 | $5,923,541 | |
| 4 | RY |
Royal Bank Of Canada
|
30,788 | $4,980,882 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
291,215 | $4,941,918 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
58,089 | $4,791,761 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
224,694 | $4,437,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
360,794 | $4,069,756 |
All Filings in BAC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $66,735 | 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 | $63,675 | 1,500 | Call | Sole | 2021-10-28 | |
| 2021-06-30 | $61,845 | 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 | $71,250 | 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. | ||||||