Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,920,320
+$2,697,619 QoQ
Shares Held
367,152
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#489
of 3,595 holders
Holding Since
Mar 2020
26 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. BAC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,920,320 | 367,152 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $18,222,701 | 373,799 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,983,500 | 399,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,681,192 | 400,876 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,561,107 | 434,512 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,156,925 | 483,032 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $20,517,837 | 466,845 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,061,621 | 455,182 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $17,078,868 | 429,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,549,956 | 436,444 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $14,071,198 | 417,915 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,432,847 | 381,039 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,945,398 | 311,795 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,887,591 | 380,685 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,260,509 | 309,798 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,723,524 | 321,971 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,932,442 | 286,940 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,760,849 | 285,319 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,480,112 | 280,515 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,937,836 | 257,664 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,525,779 | 231,040 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,058,701 | 208,289 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,785,815 | 190,888 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,206,162 | 216,113 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,743,682 | 199,734 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $4,278,566 | 201,534 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||