Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,787,344
+$1,128,892 QoQ
Shares Held
101,568
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#925
of 3,595 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Plancorp, LLC holds $11,943,596 across 6 Banks - Diversified names. BAC ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
101,568 | $5,787,344 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,998 | $3,272,645 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,013 | $1,736,514 | |
| 4 | C |
Citigroup Inc
|
3,187 | $446,052 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,009 | $354,990 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,393 | $346,051 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,787,344 | 101,568 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,658,452 | 95,558 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,261,960 | 95,672 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,980,704 | 96,544 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,912,857 | 103,822 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,322,226 | 103,576 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,301,826 | 97,880 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,881,537 | 97,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,911,101 | 98,343 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,681,008 | 97,073 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,158,818 | 93,817 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,595,925 | 94,811 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,628,004 | 91,600 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,911,394 | 101,797 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,063,732 | 92,504 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,805,096 | 92,884 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,016,590 | 96,903 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,932,965 | 95,414 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,273,976 | 96,066 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,005,624 | 94,361 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,785,037 | 91,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,563,155 | 92,095 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,824,952 | 93,202 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,197,032 | 91,201 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,161,416 | 91,007 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,951,228 | 91,909 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||