Chicago Partners Investment Group LLC
Position in BAC — Bank Of America Corp /De/
CIK 1563525
CHICAGO, IL
Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,814,469
+$962,887 QoQ
Shares Held
66,944
+14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,116
of 3,594 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. BAC ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,814,469 | 66,944 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,851,582 | 58,494 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,892,945 | 52,599 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,645,432 | 51,278 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,328,759 | 49,213 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,874,845 | 44,928 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,984,782 | 45,160 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,557,717 | 39,257 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,556,279 | 39,132 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,376,571 | 36,302 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,390,806 | 41,307 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,404,429 | 51,294 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,493,945 | 52,072 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,913,568 | 66,908 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $979,292 | 29,568 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $904,188 | 29,940 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $555,514 | 17,845 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $715,125 | 17,349 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $777,774 | 17,482 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $720,418 | 16,971 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $662,112 | 16,059 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $583,406 | 15,079 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $435,615 | 14,372 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $262,942 | 10,915 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $226,503 | 9,537 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||