Position in BAC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,041,951
-$344,179 QoQ
Shares Held
62,399
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026GM Advisory Group, LLC holds $18,850,075 across 6 Banks - Diversified names. BAC ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,273 | $11,552,545 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
62,399 | $3,041,951 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
27,659 | $2,201,932 | |
| 4 | C |
Citigroup Inc
|
11,873 | $1,346,516 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,254 | $386,022 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,825 | $321,109 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,041,951 | 62,399 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,386,130 | 61,566 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,309,962 | 64,159 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,093,970 | 65,384 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,523,520 | 36,509 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,551,654 | 35,305 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,402,529 | 35,346 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,414,499 | 35,567 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,331,788 | 35,121 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $855,689 | 25,414 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,556,963 | 56,865 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,583,401 | 55,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,933,074 | 67,590 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,641,676 | 109,954 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,437,062 | 113,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,571,638 | 114,733 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,220,100 | 126,640 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,115,639 | 137,461 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,852,199 | 137,861 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,457,244 | 132,361 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,986,251 | 128,877 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,709,095 | 122,372 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,407,072 | 141,431 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,494,860 | 147,152 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,081,980 | 145,171 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||