Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,095,026
+$2,965,140 QoQ
Shares Held
282,468
+4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#555
of 3,594 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, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. BAC ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,095,026 | 282,468 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,129,886 | 269,331 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,651,505 | 266,391 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,567,654 | 262,990 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,399,874 | 262,043 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,218,108 | 268,826 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,702,604 | 289,024 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,149,698 | 306,192 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,823,899 | 297,307 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,170,549 | 294,582 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,851,572 | 292,592 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,175,531 | 298,595 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,183,793 | 285,249 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,475,668 | 261,387 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,637,696 | 260,800 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,116,733 | 268,766 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,604,425 | 276,403 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,832,080 | 262,787 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $11,533,009 | 259,227 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $10,642,384 | 250,704 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $11,096,600 | 269,139 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $10,208,317 | 263,849 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,708,603 | 221,333 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,362,193 | 222,590 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,517,861 | 232,331 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,193,091 | 244,611 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||