Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,612,814
+$554,027 QoQ
Shares Held
98,505
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#940
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. BAC ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,612,814 | 98,505 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $5,058,787 | 103,770 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $6,114,735 | 111,177 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $5,939,401 | 115,127 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,554,279 | 117,377 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,821,608 | 115,543 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,794,065 | 109,080 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,214,253 | 106,206 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,884,852 | 97,683 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,390,274 | 89,406 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,712,555 | 80,563 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,132,545 | 77,887 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,158,233 | 75,226 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,110,050 | 73,778 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,462,703 | 74,357 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,263,428 | 74,948 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,333,504 | 74,960 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,107,410 | 75,386 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,326,783 | 74,776 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,158,067 | 74,395 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,904,982 | 70,458 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $2,659,395 | 68,736 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,894,435 | 62,502 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,391,896 | 57,779 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,249,820 | 52,624 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,122,387 | 52,868 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||