Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,575,377
+$5,448,122 QoQ
Shares Held
132,948
+204.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#820
of 3,595 holders
Holding Since
Dec 2020
23 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, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. BAC ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,575,377 | 132,948 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,127,255 | 43,636 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,257,475 | 41,045 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,854,144 | 35,940 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,673,708 | 35,370 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,573,930 | 37,717 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,544,183 | 35,135 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,378,483 | 34,740 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,722,438 | 43,310 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,256,100 | 33,125 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,147,641 | 34,085 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $805,629 | 29,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $736,386 | 25,667 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $820,562 | 28,691 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,747,278 | 52,756 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,589,697 | 52,639 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,622,184 | 52,110 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,980,250 | 48,041 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,082,441 | 24,330 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $380,564 | 8,965 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $369,750 | 8,968 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $336,022 | 8,685 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $250,512 | 8,265 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||