Checchi Capital Advisers, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1598186
BEVERLY HILLS, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,166,662
+$589,875 QoQ
Shares Held
73,125
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,080
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,166,662 | 73,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,576,787 | 73,370 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,876,125 | 70,475 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,631,471 | 70,391 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,598,165 | 76,039 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,216,923 | 77,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,255,684 | 74,077 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,923,741 | 73,683 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,858,786 | 71,883 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,679,313 | 70,657 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,406,192 | 71,464 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,997,699 | 72,962 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,110,436 | 73,560 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,084,825 | 72,896 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,443,527 | 73,778 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,249,175 | 74,476 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,390,441 | 76,789 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,029,257 | 73,490 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,185,306 | 71,596 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,995,102 | 70,556 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,878,513 | 69,816 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,726,174 | 70,462 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,254,700 | 74,388 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,830,526 | 75,987 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,857,202 | 78,198 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,608,130 | 75,748 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||