Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$80,116,102
+$74,913,405 QoQ
Shares Held
1,406,039
+1217.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#275
of 3,589 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. BAC ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,116,102 | 1,406,039 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,202,697 | 106,722 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,535,345 | 64,279 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,842,732 | 171,404 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,861,284 | 39,334 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,899,299 | 45,514 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,225,056 | 50,627 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $612,698 | 15,441 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $592,850 | 14,907 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $412,379 | 10,875 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $364,241 | 10,818 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $338,060 | 12,347 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $353,805 | 12,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $307,879 | 10,765 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $344,414 | 10,399 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $315,922 | 10,461 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $253,304 | 8,137 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $185,283 | 4,495 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $199,938 | 4,494 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $188,860 | 4,449 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $165,414 | 4,012 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $139,516 | 4,603 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $110,500 | 4,587 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $107,017 | 4,506 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $90,928 | 4,283 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||