Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$363,817
+$108,952 QoQ
Shares Held
6,385
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,774
of 3,594 holders
Holding Since
Mar 2020
24 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, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. BAC ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,230 | $203,474 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,817 | 6,385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $254,865 | 5,228 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $287,595 | 5,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $304,742 | 5,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,419 | 4,489 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $108,706 | 2,605 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $58,805 | 1,338 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $9,743 | 245 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,290 | 245 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,865 | 293 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,631 | 717 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,759 | 1,107 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $33,090 | 1,157 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $31,530 | 952 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $45,602 | 1,510 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $40,780 | 1,310 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $37,510 | 910 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $40,485 | 910 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $38,629 | 910 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $1,934 | 50 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,062 | 200 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,227 | 300 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $12,516 | 527 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,369 | 300 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||