Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,332,495
+$6,403,422 QoQ
Shares Held
707,836
+1.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#50
of 1,413 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. BAC ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,332,495 | 707,836 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,929,073 | 695,981 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $37,737,810 | 686,142 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $35,289,314 | 684,034 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $31,870,067 | 673,501 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $29,061,439 | 696,416 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $28,396,974 | 646,120 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $25,675,261 | 647,058 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $31,756,583 | 798,506 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $31,634,001 | 834,230 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $28,975,997 | 860,588 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $26,124,243 | 954,136 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $26,827,072 | 935,067 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $23,304,595 | 814,846 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $23,727,996 | 716,425 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $23,087,356 | 764,482 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $28,419,261 | 912,922 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $23,089,341 | 560,149 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $23,111,531 | 519,477 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $16,519,672 | 389,156 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $14,970,324 | 363,093 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $13,374,513 | 345,684 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,373,376 | 45,311 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,100,768 | 45,694 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $10,385,946 | 437,303 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $6,951,805 | 327,452 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||