Position in BAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$966,494
+$135,697 QoQ
Shares Held
16,962
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,954
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. BAC ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,494 | 16,962 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $830,797 | 17,042 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,095,105 | 19,911 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,200,912 | 23,278 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $988,609 | 20,892 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $782,354 | 18,748 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $802,395 | 18,257 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $735,310 | 18,531 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $243,988 | 6,135 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $253,836 | 6,694 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209,259 | 6,215 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $173,917 | 6,352 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $175,066 | 6,102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $151,723 | 5,305 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $244,226 | 7,374 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $231,090 | 7,652 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $240,634 | 7,730 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $513,807 | 12,465 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $441,251 | 9,918 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $406,543 | 9,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $337,014 | 8,174 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $418,664 | 10,821 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $258,483 | 8,528 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $205,439 | 8,528 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $183,540 | 7,728 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $31,335 | 1,476 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||