Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,361,765
+$217,408 QoQ
Shares Held
23,899
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,696
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,912,040 across 7 Banks - Diversified names. BAC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,193 | $16,102,344 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,061 | $8,517,015 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
17,310 | $3,058,677 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
23,899 | $1,361,765 | |
| 5 | RY |
Royal Bank Of Canada
|
5,282 | $1,093,215 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,889 | $569,306 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,415 | $209,718 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,765 | 23,899 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,144,357 | 23,474 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,275,285 | 23,187 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,206,535 | 23,387 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,066,261 | 22,533 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $936,337 | 22,438 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $995,115 | 22,642 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $943,114 | 23,768 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $817,193 | 20,548 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $960,324 | 25,325 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $839,224 | 24,925 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $768,994 | 28,086 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $739,341 | 25,770 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $664,378 | 23,230 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $771,729 | 23,301 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $725,283 | 24,016 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $729,562 | 23,436 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $763,105 | 18,513 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $823,643 | 18,513 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $785,452 | 18,503 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $762,054 | 18,483 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $676,417 | 17,483 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $532,182 | 17,558 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $426,730 | 17,714 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $385,082 | 16,214 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $369,529 | 17,406 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||