Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,188,882
+$876,351 QoQ
Shares Held
108,615
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#894
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $38,161,016 across 7 Banks - Diversified names. BAC ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,519 | $28,320,264 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,547 | $1,780,644 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,216 | $609,675 | |
| 5 | TD |
Toronto Dominion Bank
|
4,663 | $566,228 | |
| 6 | RY |
Royal Bank Of Canada
|
2,165 | $448,090 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,847 | $247,233 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,188,882 | 108,615 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,312,531 | 108,975 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,914,645 | 107,539 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,494,850 | 106,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,942,668 | 104,452 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,337,708 | 103,947 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,625,473 | 105,244 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,239,093 | 106,832 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,351,514 | 109,417 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,151,747 | 109,487 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,719,861 | 110,480 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,343,755 | 122,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,542,870 | 123,488 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,552,920 | 124,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,041,567 | 122,028 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,172,432 | 138,160 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,292,484 | 137,889 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,649,984 | 137,069 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,781,519 | 129,951 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,373,533 | 126,585 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,161,130 | 125,179 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,339,238 | 112,154 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,235,319 | 106,741 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,603,671 | 108,081 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,504,817 | 105,466 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,692,388 | 126,820 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||