Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,505,465
+$699,992 QoQ
Shares Held
79,071
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,037
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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. BAC ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,505,465 | 79,071 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,805,473 | 78,061 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,359,905 | 79,271 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $4,241,213 | 82,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,090,672 | 86,447 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,814,855 | 67,454 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,773,063 | 85,849 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $5,210,460 | 131,312 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $4,320,334 | 108,633 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,463,752 | 117,715 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $3,090,636 | 91,792 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $2,455,411 | 89,679 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,579,718 | 89,917 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $3,634,515 | 127,081 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $3,987,283 | 120,389 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,685,456 | 122,035 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $3,949,929 | 126,885 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $5,211,568 | 126,433 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $5,277,892 | 118,631 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $5,127,280 | 120,784 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $4,882,125 | 118,412 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $4,224,289 | 109,183 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,507,836 | 115,732 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $2,637,251 | 109,475 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $2,467,601 | 103,899 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $2,017,125 | 95,013 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||