Position in BAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,384,688
-$33,424,942 QoQ
Shares Held
4,130,968
-3.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.15877924980296.ToString("F0")%
Shared 14.624344705647681.ToString("F0")%
None 19.216876044549362.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2026CallValue
$146,250
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. BAC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,384,688 | 4,130,968 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $146,250 | 3,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $234,809,630 | 4,269,266 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $211,424,435 | 4,098,167 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $188,861,880 | 3,991,164 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $174,010,845 | 4,169,922 | Put | Other | 2025-04-30 | |
| 2024-12-31 | $121,605,255 | 2,766,900 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $116,469,251 | 2,935,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $97,181,017 | 2,443,576 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $102,565,560 | 2,704,788 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $71,217,605 | 2,115,165 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $39,725,121 | 1,450,881 | Principal | Sole | 2023-11-14 | |
| 2023-06-30 | $54,603,066 | 1,903,209 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,470,219 | 1,764,693 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $58,202,471 | 1,757,321 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $30,676,465 | 1,015,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,136,464 | 1,032,331 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $28,581,741 | 693,395 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $40,185,592 | 903,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,862,656 | 821,264 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $33,838,780 | 820,732 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $31,954,612 | 825,914 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $7,838,196 | 258,601 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,235,262 | 258,832 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,259,307 | 137,234 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,014,256 | 141,981 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||