Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BAC — Bank Of America Corp /De/
CIK 1510434
Seattle, WA
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,542,557
+$1,120,388 QoQ
Shares Held
114,822
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#72
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96.70533521450592.ToString("F0")%
Shared 0.ToString("F0")%
None 3.294664785494069.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. BAC ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,555 | $29,641,367 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
179,269 | $25,924,089 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
114,822 | $6,542,557 | |
| 4 | C |
Citigroup Inc
|
24,112 | $3,374,715 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
56,231 | $3,345,744 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
35,315 | $2,918,431 | |
| 7 | SAN |
Banco Santander, S.A.
|
77,843 | $1,074,233 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
35,701 | $894,666 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,542,557 | 114,822 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $5,422,169 | 111,224 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,123,920 | 111,344 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,729,739 | 111,063 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,450,695 | 115,188 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,723,794 | 113,199 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,846,943 | 87,530 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $2,991,991 | 75,403 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,800,006 | 70,405 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,555,580 | 67,394 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,996,631 | 59,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,256,522 | 45,892 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,374,595 | 47,912 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $946,030 | 33,078 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,206,892 | 36,440 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,300,079 | 43,049 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,136,400 | 36,505 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,188,908 | 28,843 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,723,320 | 38,735 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,529,643 | 36,034 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,574,491 | 38,188 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $984,080 | 25,435 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,048,816 | 34,603 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $750,162 | 31,140 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,018,946 | 42,903 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $796,507 | 37,518 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||