Position in BAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,290,311
+$413,436 QoQ
Shares Held
40,195
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,387
of 3,594 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, 2026Pure Financial Advisors, LLC holds $29,047,469 across 18 Banks - Diversified names. BAC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,966 | $16,028,040 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
32,109 | $2,653,487 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
40,195 | $2,290,311 | |
| 4 | C |
Citigroup Inc
|
10,242 | $1,433,470 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,960 | $851,037 | |
| 6 | TD |
Toronto Dominion Bank
|
5,962 | $723,965 | |
| 7 | BCS |
Barclays PLC
|
24,663 | $662,448 | |
| 8 | RY |
Royal Bank Of Canada
|
2,952 | $610,975 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,311 | 40,195 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,876,875 | 38,500 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,090,165 | 38,003 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $2,290,853 | 44,405 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,974,095 | 41,718 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,430,796 | 34,287 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,381,304 | 31,429 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,127,864 | 28,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,125,650 | 28,304 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,093,385 | 28,834 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $989,729 | 29,395 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $389,918 | 14,241 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $355,010 | 12,374 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $751,779 | 26,286 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $462,288 | 13,958 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $408,092 | 13,513 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $393,794 | 12,650 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $491,136 | 11,915 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $516,350 | 11,606 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $488,514 | 11,508 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $458,477 | 11,120 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $437,738 | 11,314 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $383,876 | 12,665 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $288,381 | 11,971 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $281,722 | 11,862 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $267,986 | 12,623 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||