Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$104,216
+$19,781 QoQ
Shares Held
1,829
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,370
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, 2026Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. BAC ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,603 | $7,725,969 | |
| 2 | C |
Citigroup Inc
|
34,938 | $4,889,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,826 | $233,540 | |
| 4 | BAC |
Bank Of America Corp /De/
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|
1,829 | $104,216 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
350 | $61,845 | |
| 6 | UBS |
UBS Group AG
|
303 | $15,016 | |
| 7 | ING |
Ing Groep NV
|
341 | $10,700 | |
| 8 | SAN |
Banco Santander, S.A.
|
541 | $7,465 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,216 | 1,829 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $84,435 | 1,732 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $94,710 | 1,722 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $88,425 | 1,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,727 | 1,706 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $70,815 | 1,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $74,890 | 1,704 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $60,988 | 1,537 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $63,353 | 1,593 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $81,110 | 2,139 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $71,616 | 2,127 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $57,881 | 2,114 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $55,888 | 1,948 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,728 | 1,494 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $45,672 | 1,379 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $41,374 | 1,370 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $47,317 | 1,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $63,025 | 1,529 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $67,891 | 1,526 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $64,651 | 1,523 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $62,504 | 1,516 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $58,460 | 1,511 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $23,732 | 783 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,335 | 263 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $9,737 | 410 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,498 | 259 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||