HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1484205
LONG BEACH, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$176,467
+$30,217 QoQ
Shares Held
3,097
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#3,305
of 3,595 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $613,270 across 13 Banks - Diversified names. BAC ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,206 | $394,759 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
3,097 | $176,467 | |
| 3 | SAN |
Banco Santander, S.A.
|
952 | $13,137 | |
| 4 | ING |
Ing Groep NV
|
253 | $7,939 | |
| 5 | C |
Citigroup Inc
|
53 | $7,417 | |
| 6 | BCS |
Barclays PLC
|
118 | $3,169 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
37 | $3,057 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13 | $1,879 |
All Filings in BAC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,467 | 3,097 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $146,250 | 3,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $165,000 | 3,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $215,594 | 4,179 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $141,960 | 3,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $132,158 | 3,167 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $131,850 | 3,000 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $559,301 | 19,556 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $626,597 | 18,919 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $662,496 | 21,937 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $568,963 | 18,277 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $804,284 | 19,512 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $842,328 | 18,933 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $801,413 | 18,879 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $764,198 | 18,535 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $673,554 | 17,409 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $410,124 | 13,531 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $313,434 | 13,011 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $306,945 | 12,924 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $305,180 | 14,375 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||