Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$997,434
+$149,574 QoQ
Shares Held
17,505
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,933
of 3,589 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, 2026MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. BAC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,272 | $9,581,603 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,414 | $1,273,812 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
17,505 | $997,434 | |
| 4 | C |
Citigroup Inc
|
3,645 | $510,154 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
825 | $119,303 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
143 | $13,597 | |
| 7 | RY |
Royal Bank Of Canada
|
57 | $11,797 | |
| 8 | TD |
Toronto Dominion Bank
|
96 | $11,657 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,434 | 17,505 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $847,860 | 17,392 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $929,060 | 16,892 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $803,823 | 15,581 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $725,841 | 15,339 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $651,447 | 15,611 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $558,428 | 12,706 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $505,086 | 12,729 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $501,738 | 12,616 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $461,524 | 12,171 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $418,821 | 12,439 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $383,320 | 14,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $423,980 | 14,778 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $407,321 | 14,242 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $405,421 | 12,241 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $367,836 | 12,180 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $293,275 | 9,421 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $437,715 | 10,619 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $468,346 | 10,527 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $385,446 | 9,080 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $262,264 | 6,361 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $197,086 | 5,094 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $149,367 | 4,928 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $100,407 | 4,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $108,490 | 4,568 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $96,278 | 4,535 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||