Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,276,506
+$4,319,360 QoQ
Shares Held
268,103
+19.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#572
of 3,595 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $965,910,474 across 12 Banks - Diversified names. BAC ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
14,698,356 | $728,450,520 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
328,793 | $107,623,810 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
265,103 | $38,336,543 | |
| 4 | C |
Citigroup Inc
|
202,997 | $28,411,458 | |
| 5 | RY |
Royal Bank Of Canada
|
95,330 | $19,730,448 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
105,819 | $18,698,217 | |
| 7 | BAC |
Bank Of America Corp /De/
This page
|
268,103 | $15,276,506 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,392 | $7,469,992 |
All Filings in BAC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,276,506 | 268,103 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $10,957,146 | 224,762 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $11,625,625 | 211,375 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,632,923 | 225,488 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $10,043,101 | 212,238 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $10,513,162 | 251,933 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $9,949,575 | 226,384 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $8,251,891 | 207,961 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $6,206,425 | 156,058 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,303,428 | 192,601 | Shares | Defined | 2024-05-10 | |
| 2022-12-31 | $14,676,530 | 443,132 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,267,450 | 406,207 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $15,679,215 | 503,669 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $17,562,233 | 426,061 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $20,943,046 | 493,358 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $17,102,244 | 414,801 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $22,261,064 | 575,370 | Shares | Defined | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||