Position in BAC
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$2,484,271
+$407,521 QoQ
Shares Held
43,599
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,334
of 3,595 holders
Holding Since
Jun 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, 2026Rehmann Capital Advisory Group holds $26,566,851 across 16 Banks - Diversified names. BAC ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,423 | $11,922,340 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
41,745 | $3,449,806 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
43,599 | $2,484,271 | |
| 4 | C |
Citigroup Inc
|
10,827 | $1,515,346 | |
| 5 | BCS |
Barclays PLC
|
52,498 | $1,410,096 | |
| 6 | UBS |
UBS Group AG
|
21,270 | $1,054,141 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
46,523 | $925,342 | |
| 8 | ING |
Ing Groep NV
|
22,251 | $698,236 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,484,271 | 43,599 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $2,076,750 | 42,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,141,425 | 38,935 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,847,386 | 35,809 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,599,240 | 54,929 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,084,371 | 49,949 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,939,733 | 44,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,640,212 | 41,336 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,654,829 | 41,610 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,478,917 | 39,001 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,262,288 | 37,490 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,015,223 | 37,079 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,076,620 | 37,526 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $1,066,208 | 37,280 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,113,626 | 33,624 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,060,231 | 35,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,010,386 | 32,457 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,392,287 | 33,777 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $1,392,181 | 31,292 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $1,669,898 | 39,338 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,367,970 | 33,179 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,235,603 | 31,936 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $992,894 | 32,758 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $753,053 | 31,260 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $727,581 | 30,635 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||