Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$115,498
+$31,307 QoQ
Shares Held
2,027
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,358
of 3,594 holders
Holding Since
Dec 2021
18 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, 2026Wellington Shields & Co., LLC holds $21,177,147 across 6 Banks - Diversified names. BAC ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,314 | $15,814,621 | |
| 2 | C |
Citigroup Inc
|
29,073 | $4,069,057 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,740 | $685,451 | |
| 4 | RY |
Royal Bank Of Canada
|
1,526 | $315,836 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,138 | $176,684 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
2,027 | $115,498 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,498 | 2,027 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $84,191 | 1,727 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $94,985 | 1,727 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $89,095 | 1,727 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $81,721 | 1,727 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $72,067 | 1,727 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $75,901 | 1,727 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,344 | 1,798 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,506 | 1,798 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $68,180 | 1,798 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $77,373 | 2,298 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $62,919 | 2,298 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $65,929 | 2,298 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $65,722 | 2,298 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $76,109 | 2,298 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $69,399 | 2,298 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,536 | 2,298 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $369,178 | 8,298 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||