Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$685,640
+$104,150 QoQ
Shares Held
12,033
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#2,232
of 3,594 holders
Holding Since
Jun 2021
19 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,503,969 across 4 Banks - Diversified names. BAC ranks #2 (27.4% of the industry book) .
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,640 | 12,033 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $581,490 | 11,928 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $617,375 | 11,225 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $646,371 | 12,529 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $478,925 | 10,121 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $435,494 | 10,436 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $488,328 | 11,111 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $401,363 | 10,115 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $278,787 | 7,010 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $395,164 | 10,421 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $350,706 | 10,416 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $287,709 | 10,508 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $284,031 | 9,900 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $234,520 | 8,200 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $238,464 | 7,200 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $211,400 | 7,000 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $217,910 | 7,000 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $280,296 | 6,800 | Shares | Other | 2022-05-12 | |
| 2021-06-30 | $202,027 | 4,900 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||