Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$55,783
+$8,155 QoQ
Shares Held
979
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,447
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. BAC ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,783 | 979 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $47,628 | 977 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $46,200 | 840 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $38,434 | 745 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $29,575 | 625 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $31,047 | 744 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $51,333 | 1,168 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $30,910 | 779 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $36,946 | 929 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $29,539 | 779 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $43,299 | 1,286 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $35,210 | 1,286 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $36,895 | 1,286 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $36,779 | 1,286 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $40,108 | 1,211 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $35,787 | 1,185 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $40,095 | 1,288 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $53,091 | 1,288 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $57,303 | 1,288 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $58,453 | 1,377 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $56,773 | 1,377 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $53,276 | 1,377 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $38,069 | 1,256 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $30,738 | 1,276 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $30,043 | 1,265 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $31,059 | 1,463 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||