Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$864,329
+$255,734 QoQ
Shares Held
15,169
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,037
of 3,589 holders
Holding Since
Mar 2020
18 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, 2026Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. BAC ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,814 | $1,975,078 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
5,942 | $1,944,994 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,993 | $1,710,954 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,839 | $1,567,427 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
45,842 | $1,080,954 | |
| 6 | BAC |
Bank Of America Corp /De/
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|
15,169 | $864,329 | |
| 7 | C |
Citigroup Inc
|
5,883 | $823,384 | |
| 8 | BCS |
Barclays PLC
|
23,555 | $632,687 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,329 | 15,169 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $608,595 | 12,484 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $338,085 | 6,147 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $272,859 | 5,289 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,280 | 4,317 | Shares | Sole | 2025-08-05 | |
| 2023-03-31 | $16,502 | 577 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $90,550 | 2,734 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $269,655 | 8,929 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $287,827 | 9,246 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $395,464 | 9,594 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $487,432 | 10,956 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $923,584 | 21,757 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $843,359 | 20,455 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $828,043 | 21,402 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $634,782 | 20,943 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $558,189 | 23,171 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $463,742 | 19,526 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $355,262 | 16,734 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||