Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$589,344
+$75,373 QoQ
Shares Held
10,343
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#844
of 1,413 holders
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 Jun 30, 2026BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. BAC ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,923 | $23,869,884 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128,450 | $10,615,107 | |
| 3 | UBS |
UBS Group AG
|
74,765 | $3,705,351 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
127,667 | $3,010,386 | |
| 5 | BCS |
Barclays PLC
|
107,597 | $2,890,054 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
131,341 | $2,612,371 | |
| 7 | ING |
Ing Groep NV
|
82,065 | $2,575,199 | |
| 8 | BAC |
Bank Of America Corp /De/
This page
|
10,343 | $589,344 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,344 | 10,343 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $513,971 | 10,543 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $558,470 | 10,154 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $1,031,800 | 20,000 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $946,400 | 20,000 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $834,600 | 20,000 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $879,000 | 20,000 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $796,814 | 20,081 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $805,262 | 20,248 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $758,400 | 20,000 | Shares | Defined | 2024-04-11 | |
| 2023-09-30 | $547,600 | 20,000 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $573,800 | 20,000 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $663,520 | 23,200 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $961,274 | 29,024 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $810,084 | 26,824 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $860,433 | 27,640 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,175,718 | 28,523 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $1,562,977 | 35,131 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,714,596 | 40,391 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,593,474 | 111,411 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $4,341,171 | 112,204 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,918,487 | 96,288 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,264,627 | 94,007 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $1,932,893 | 81,385 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $671,887 | 31,648 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||