Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$719,143
+$26,260 QoQ
Shares Held
12,621
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,186
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. BAC ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
|
255 | $6,849 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,143 | 12,621 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $692,883 | 14,213 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $815,650 | 14,830 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $747,848 | 14,496 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $624,197 | 13,191 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $959,246 | 22,987 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $466,484 | 10,614 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,571,644 | 39,608 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $633,496 | 15,929 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $454,281 | 11,980 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $715,385 | 21,247 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $232,811 | 8,503 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $292,723 | 10,203 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $269,097 | 9,409 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $255,189 | 7,705 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $243,260 | 8,055 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $395,443 | 12,703 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $558,365 | 13,546 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $506,162 | 11,377 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $401,958 | 9,469 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $390,406 | 9,469 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $376,376 | 9,728 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $322,558 | 10,642 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $521,355 | 21,642 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $635,122 | 26,742 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $705,642 | 33,238 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||