Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,031,506
+$736,941 QoQ
Shares Held
53,203
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,218
of 3,589 holders
Holding Since
Mar 2020
25 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, 2026LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. BAC ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,362 | $10,265,723 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
53,203 | $3,031,506 | |
| 3 | C |
Citigroup Inc
|
18,929 | $2,649,302 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,234 | $2,399,501 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,054 | $1,309,298 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,383 | $1,271,251 | |
| 7 | ING |
Ing Groep NV
|
33,907 | $1,064,001 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,324 | $791,071 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,031,506 | 53,203 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,294,565 | 47,068 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,668,865 | 30,343 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,329,835 | 25,777 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,157,920 | 24,470 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,215,553 | 29,129 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,388,116 | 31,584 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,501,888 | 37,850 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,790,843 | 45,030 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,604,129 | 42,303 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,187,507 | 35,269 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $494,154 | 18,048 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $751,236 | 26,267 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $896,359 | 27,064 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $800,330 | 26,501 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $781,549 | 25,106 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,034,869 | 25,106 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,106,288 | 24,866 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $948,248 | 22,338 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $459,219 | 11,138 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $495,851 | 12,816 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $412,761 | 13,618 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $328,057 | 13,618 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $330,433 | 13,913 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $355,644 | 16,752 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||