Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,324,239
+$5,904,062 QoQ
Shares Held
602,391
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#403
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. BAC ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
|
17,093 | $847,129 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,324,239 | 602,391 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,420,177 | 582,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,126,260 | 565,932 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,536,452 | 320,536 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,117,225 | 319,468 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,775,698 | 330,115 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,247,370 | 278,666 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,623,217 | 217,319 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,878,317 | 198,097 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,471,149 | 197,024 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,438,747 | 191,231 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,309,091 | 193,904 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $8,440,626 | 294,201 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,079,645 | 177,610 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $3,175,147 | 95,868 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,646,909 | 87,646 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $672,376 | 21,599 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $807,375 | 19,587 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $890,867 | 20,024 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $822,086 | 19,366 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $787,946 | 19,111 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $621,051 | 16,052 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $381,815 | 12,597 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $300,570 | 12,477 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $292,671 | 12,323 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $261,532 | 12,319 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||