Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,981,137
+$273,961 QoQ
Shares Held
34,769
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,466
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aviance Capital Partners, LLC holds $32,089,003 across 8 Banks - Diversified names. BAC ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,837 | $27,442,365 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
34,769 | $1,981,137 | |
| 3 | C |
Citigroup Inc
|
6,727 | $941,510 | |
| 4 | RY |
Royal Bank Of Canada
|
2,853 | $590,485 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,179 | $345,352 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,053 | $296,884 | |
| 7 | TD |
Toronto Dominion Bank
|
2,088 | $253,545 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,500 | $237,725 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981,137 | 34,769 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,707,176 | 35,019 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,110,405 | 38,371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,815,142 | 35,184 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,663,014 | 35,144 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,466,141 | 35,134 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,594,593 | 36,282 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,399,751 | 35,276 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,382,723 | 34,768 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $863,438 | 22,770 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $494,746 | 14,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $395,750 | 14,454 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $432,673 | 15,081 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $542,313 | 18,962 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $497,727 | 15,028 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $389,217 | 12,888 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $400,331 | 12,860 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $582,150 | 14,123 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $648,174 | 14,569 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $627,368 | 14,779 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $634,076 | 15,379 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $626,004 | 16,180 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $511,632 | 16,880 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $435,547 | 18,080 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $575,248 | 24,221 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,556,243 | 73,304 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||