Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$397,507,864
+$33,301,831 QoQ
Shares Held
6,976,270
-6.6% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#82
of 3,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,891,186,713 across 19 Banks - Diversified names. BAC ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,975,997 | $2,610,783,097 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
6,976,270 | $397,507,864 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,214,004 | $265,605,289 | |
| 4 | C |
Citigroup Inc
|
1,260,451 | $176,412,721 | |
| 5 | TD |
Toronto Dominion Bank
|
629,309 | $76,416,991 | |
| 6 | RY |
Royal Bank Of Canada
|
364,198 | $75,378,060 | |
| 7 | BNS |
Bank Of Nova Scotia
|
642,680 | $55,810,331 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
480,915 | $55,305,225 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,507,864 | 6,976,270 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $364,206,033 | 7,470,893 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $490,886,275 | 8,925,205 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $499,050,912 | 9,673,404 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $441,437,869 | 9,328,780 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $514,020,166 | 12,317,761 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $483,624,701 | 11,003,975 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $406,080,040 | 10,233,872 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $407,760,616 | 10,252,970 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $420,844,008 | 11,098,207 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $380,115,174 | 11,289,432 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $166,433,080 | 6,078,637 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $209,185,789 | 7,291,244 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $366,549,125 | 12,816,403 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $611,039,126 | 18,449,249 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $521,186,858 | 17,257,843 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $337,188,485 | 10,831,625 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $331,561,066 | 8,043,694 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $433,231,607 | 9,737,730 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $404,867,638 | 9,537,518 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $306,621,819 | 7,436,862 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $272,336,124 | 7,038,928 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $203,167,050 | 6,702,971 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $146,448,240 | 6,079,213 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $127,930,633 | 5,386,553 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $69,097,344 | 3,254,703 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||