Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,123,584
+$763,677 QoQ
Shares Held
89,919
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#980
of 3,594 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. BAC ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,123,584 | 89,919 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,359,907 | 89,434 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,849,525 | 106,355 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,750,066 | 111,457 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,643,525 | 119,263 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $7,927,393 | 180,373 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,996,432 | 201,523 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $9,074,241 | 228,168 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,742,216 | 256,915 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,898,072 | 234,573 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,034,332 | 256,915 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $30,800,751 | 1,073,571 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,987,722 | 279,291 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,050,114 | 243,059 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,687,577 | 221,443 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,800,638 | 186,336 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $8,474,500 | 205,592 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $8,625,987 | 193,886 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $7,890,817 | 185,885 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $7,569,539 | 183,593 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $6,158,905 | 159,186 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,359,637 | 143,835 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $4,633,348 | 192,335 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,751,827 | 200,077 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $4,038,835 | 190,242 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||