Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,225,575
+$4,324,893 QoQ
Shares Held
144,359
+80.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#787
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, 2026Wealthspire Advisors, LLC holds $59,874,737 across 10 Banks - Diversified names. BAC ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,563 | $37,499,906 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
144,359 | $8,225,575 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
65,241 | $5,391,516 | |
| 4 | C |
Citigroup Inc
|
28,039 | $3,924,338 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
19,894 | $2,876,871 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
25,541 | $640,057 | |
| 7 | TD |
Toronto Dominion Bank
|
4,522 | $549,106 | |
| 8 | UBS |
UBS Group AG
|
7,919 | $392,465 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,225,575 | 144,359 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,900,682 | 80,014 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,520,150 | 136,730 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,924,884 | 95,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,933,488 | 104,258 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,475,393 | 131,210 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,812,343 | 132,249 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,611,878 | 166,630 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,992,725 | 125,540 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,506,109 | 118,832 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,957,740 | 117,545 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,003,777 | 109,707 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,980,317 | 103,880 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,062,831 | 107,092 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,158,447 | 125,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,092,251 | 135,505 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,345,105 | 107,456 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,013,096 | 97,358 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,191,004 | 116,678 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,127,657 | 144,350 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,006,202 | 72,913 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,504,717 | 168,124 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,780,639 | 91,740 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,183,589 | 49,132 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,037,115 | 43,668 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,476,415 | 116,647 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||