Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$365,640
-$6,536,774 QoQ
Shares Held
6,417
-95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,770
of 3,594 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 17%
Shared 16%
None 67%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $17,640,840 across 4 Banks - Diversified names. BAC ranks #2 (2.1% of the industry book) .
All Filings in BAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,640 | 6,417 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $6,902,414 | 141,588 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $7,538,465 | 137,063 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $6,744,721 | 130,737 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $6,934,319 | 146,541 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $9,242,388 | 232,396 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,115,361 | 240,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,268,979 | 304,989 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,717,737 | 318,398 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,318,024 | 324,783 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $9,455,417 | 330,609 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,703,189 | 202,391 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,231,498 | 206,341 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||