MISSION WEALTH MANAGEMENT, LP
Position in BAC — Bank Of America Corp /De/
CIK 1645382
Santa Barbara, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,630,302
+$4,738,767 QoQ
Shares Held
186,562
+54.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#701
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)
Derivatives in BAC
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$33,670
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. BAC ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in BAC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,630,302 | 186,562 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,891,535 | 120,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,802,730 | 123,686 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,760,921 | 131,051 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,260,970 | 153,444 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,491,852 | 155,568 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,157,312 | 117,345 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,524,154 | 114,016 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,772,264 | 94,852 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,006,638 | 79,289 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,670 | 1,000 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $1,710,873 | 50,813 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $76,664 | 2,800 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $1,373,764 | 50,174 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $80,332 | 2,800 | Put | Sole | 2023-08-04 | |
| 2023-06-30 | $1,540,366 | 53,690 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,283,682 | 44,884 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,504,774 | 45,434 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,366,429 | 45,246 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,182,940 | 38,000 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,291,340 | 31,328 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,347,557 | 30,289 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,239,582 | 29,201 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,263,163 | 30,637 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,109,629 | 28,680 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $811,974 | 26,789 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $551,227 | 22,882 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $507,062 | 21,350 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $540,473 | 25,458 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||