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Equibles

Creative Planning

Position in BAC — Bank Of America Corp /De/

CIK 1540235 OVERLAND PARK, KS
Back to BAC Full portfolio

Position in BAC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$178,557,551
-$24,891,464 QoQ
Shares Held
3,662,719
-1.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.39547123325595.ToString("F0")% Shared 0.ToString("F0")% None 99.60452876674405.ToString("F0")%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Derivatives in BAC

reported options exposure · as of Jun 30, 2023
CallValue
$20,083,000
CallShares
700,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. BAC ranks #2 (17.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 1,543,468 $454,026,546
2 BAC
Bank Of America Corp /De/
This page 		3,662,719 $178,557,551
3 WFC
Wells Fargo & Company/Mn
 1,321,100 $105,172,770
4 RY
Royal Bank Of Canada
 295,907 $47,871,833
5 C
Citigroup Inc
 369,286 $41,880,724
6 HSBC
Hsbc Holdings PLC
 316,683 $26,123,179
7 SAN
Banco Santander, S.A.
 2,285,033 $25,775,171
8 TD
Toronto Dominion Bank
 264,504 $24,680,867

All Filings in BAC

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $178,557,551 3,662,719
2025-12-31 $203,449,015 3,699,073
2025-09-30 $182,397,837 3,535,527
2025-06-30 $144,509,506 3,053,878
2025-03-31 $124,685,943 2,987,921
2024-12-31 $117,958,502 2,683,925
2024-09-30 $105,811,004 2,666,608
2024-06-30 $105,428,854 2,650,965
2024-03-31 $94,612,902 2,495,066
2023-12-31 $81,422,207 2,418,242
2023-09-30 $77,856,289 2,843,546
2023-06-30 $20,083,000 700,000
2023-06-30 $70,295,864 2,450,187
2023-03-31 $1,996,280 69,800
2023-03-31 $69,717,304 2,437,668
2023-03-31 $20,025,720 700,200
2022-12-31 $2,344,896 70,800
2022-12-31 $78,187,013 2,360,719
2022-12-31 $1,689,120 51,000
2022-09-30 $2,340,500 77,500
2022-09-30 $65,317,013 2,162,815
2022-09-30 $1,540,200 51,000
2022-06-30 $2,801,700 90,000
2022-06-30 $2,832,830 91,000
2022-06-30 $70,485,075 2,264,217
2022-03-31 $81,705,335 1,982,177
2022-03-31 $3,709,800 90,000
2022-03-31 $41,220 1,000
2021-12-31 $57,671,986 1,296,291
2021-09-30 $4,032,750 95,000
2021-09-30 $51,892,747 1,222,444
2021-06-30 $49,298,751 1,195,701
2021-06-30 $3,916,850 95,000
2021-03-31 $4,286,852 110,800
2021-03-31 $1,160,700 30,000
2021-03-31 $58,084,794 1,501,287
2020-12-31 $575,890 19,000
2020-12-31 $10,623,655 350,500
2020-12-31 $47,220,433 1,557,916
2020-09-30 $52,998 2,200
2020-09-30 $31,611,427 1,312,222
2020-09-30 $7,051,143 292,700
2020-06-30 $13,537,500 570,000
2020-06-30 $32,231,077 1,357,098
2020-06-30 $665,000 28,000
2020-03-31 $31,524,384 1,484,898
2020-03-31 $5,732,100 270,000

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