Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$190,629,097
+$20,794,774 QoQ
Shares Held
3,345,544
-4.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#156
of 3,595 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,422,377,196 across 18 Banks - Diversified names. BAC ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,913,920 | $953,813,433 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
3,345,544 | $190,629,097 | |
| 3 | C |
Citigroup Inc
|
577,512 | $80,828,579 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
833,739 | $68,900,190 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
293,710 | $42,473,403 | |
| 6 | RY |
Royal Bank Of Canada
|
184,927 | $38,274,341 | |
| 7 | BCS |
Barclays PLC
|
369,624 | $9,928,100 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
349,345 | $6,948,472 |
All Filings in BAC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,629,097 | 3,345,544 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $169,834,323 | 3,483,781 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,990,345 | 3,545,279 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $140,805,154 | 2,729,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $123,553,087 | 2,611,012 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $109,470,176 | 2,758,825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $84,466,349 | 2,123,871 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $25,914,338 | 683,395 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $14,335,036 | 425,751 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||