Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,843,061
+$3,028,295 QoQ
Shares Held
278,046
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#559
of 3,595 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. BAC ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,987 | $99,191 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,843,061 | 278,046 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,814,766 | 262,867 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,574,005 | 555,891 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,102,074 | 273,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,549,142 | 222,932 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,362,555 | 128,506 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,518,537 | 125,564 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,867,505 | 122,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,290,682 | 133,032 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,975,407 | 131,208 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,264,440 | 126,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,505,406 | 91,505 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,619,741 | 91,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,467,465 | 86,275 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,643,200 | 110,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,537,653 | 183,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,700,278 | 86,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $991,629 | 24,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $986,432 | 22,172 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,366,571 | 126,421 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,710,467 | 41,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $684,774 | 17,699 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $649,562 | 26,964 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $288,040 | 12,128 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,010 | 10,269 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||