Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$100,567,591
+$55,867,839 QoQ
Shares Held
1,764,963
+92.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#243
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. BAC ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,412 | $3,272,237 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,567,591 | 1,764,963 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $44,699,752 | 916,918 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $52,334,260 | 951,532 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $36,979,660 | 716,799 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $33,168,386 | 700,938 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,780,871 | 665,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,164,616 | 618,080 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,003,289 | 579,720 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,040,557 | 529,056 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $16,337,907 | 430,852 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,740,725 | 467,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,065,735 | 513,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,180,597 | 424,559 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,126,570 | 458,971 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,281,809 | 551,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,541,015 | 448,378 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,783,118 | 442,760 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $16,698,139 | 405,098 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,284,365 | 388,500 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $10,151,025 | 239,129 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,979,159 | 193,528 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,880,397 | 177,834 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,430,897 | 146,186 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,601,768 | 149,513 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,131,271 | 131,843 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,005,170 | 141,553 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||