Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$279,145
+$30,910 QoQ
Shares Held
4,899
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,018
of 3,595 holders
Holding Since
Mar 2020
15 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, 2026BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. BAC ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,347 | $3,714,213 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
9,066 | $1,311,034 | |
| 3 | C |
Citigroup Inc
|
7,996 | $1,119,120 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,954 | $951,127 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,614 | $533,835 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,993 | $329,954 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,438 | $284,116 | |
| 8 | BAC |
Bank Of America Corp /De/
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|
4,899 | $279,145 |
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,145 | 4,899 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $248,235 | 5,092 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $275,220 | 5,004 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $258,878 | 5,018 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $227,325 | 4,804 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $250,822 | 5,707 | Shares | Sole | 2025-01-22 | |
| 2022-03-31 | $220,444 | 5,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,188 | 8,051 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $346,476 | 8,162 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $360,803 | 8,751 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $313,350 | 8,099 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $465,834 | 15,369 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $332,417 | 13,799 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $303,335 | 12,772 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $236,289 | 11,130 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||