UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1463217
IRVING, TX
Position in BAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,716,907
+$2,782,314 QoQ
Shares Held
275,832
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#563
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. BAC ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,716,907 | 275,832 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $12,934,593 | 265,325 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,777,895 | 268,689 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,892,268 | 230,515 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,184,257 | 215,221 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,161,612 | 219,545 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,674,186 | 220,118 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,909,390 | 224,531 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,825,122 | 221,904 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,963,366 | 262,747 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,580,429 | 254,839 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,946,962 | 290,247 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,826,726 | 342,514 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,461,277 | 435,709 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $15,655,857 | 472,701 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $14,559,842 | 482,114 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,217,493 | 585,207 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $22,700,348 | 550,712 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,457,665 | 549,734 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,692,496 | 534,570 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,159,040 | 610,212 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,572,694 | 609,271 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,536,110 | 611,551 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $15,264,218 | 633,633 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,606,451 | 699,219 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,159,493 | 714,060 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||