Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,970,766
+$588,988 QoQ
Shares Held
52,137
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,226
of 3,589 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 6%
Shared 2%
None 93%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. BAC ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,970,766 | 52,137 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,381,778 | 48,857 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,387,835 | 61,597 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,167,934 | 61,406 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,466,791 | 52,130 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,307,919 | 55,306 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,125,416 | 71,113 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,545,352 | 64,147 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,813,647 | 70,748 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,330,297 | 61,453 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,368,112 | 40,633 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $257,563 | 9,407 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $265,955 | 9,270 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $252,537 | 8,830 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $316,527 | 9,557 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $290,281 | 9,612 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $273,943 | 8,800 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $398,267 | 9,662 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $595,453 | 13,384 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $564,796 | 13,305 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $610,657 | 14,811 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $507,496 | 13,117 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $68,076 | 2,246 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||