Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$397,388,148
+$64,259,655 QoQ
Shares Held
6,974,169
+2.1% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#83
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $3,218,198,815 across 11 Banks - Diversified names. BAC ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,806,039 | $2,227,820,745 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,155,916 | $508,724,898 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
6,974,169 | $397,388,148 | |
| 4 | C |
Citigroup Inc
|
384,306 | $53,787,466 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,910 | $14,303,373 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
43,080 | $7,612,235 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
39,183 | $4,506,045 | |
| 8 | RY |
Royal Bank Of Canada
|
13,121 | $2,715,652 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,388,148 | 6,974,169 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $333,128,493 | 6,833,405 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $366,976,555 | 6,672,301 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $341,964,571 | 6,628,505 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $298,063,994 | 6,298,901 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $265,770,356 | 6,368,808 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $268,001,823 | 6,097,880 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $237,256,519 | 5,979,247 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $234,291,949 | 5,891,173 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $209,260,798 | 5,518,481 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $182,642,880 | 5,424,499 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $151,610,697 | 5,537,279 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $160,574,915 | 5,596,895 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $208,676,552 | 7,296,383 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $225,569,488 | 6,810,673 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $172,977,021 | 5,727,716 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $177,298,299 | 5,695,416 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $234,678,484 | 5,693,316 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $256,431,772 | 5,763,807 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $241,625,272 | 5,691,997 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $225,902,509 | 5,479,081 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $211,395,156 | 5,463,819 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $157,071,117 | 5,182,155 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $119,408,781 | 4,956,778 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $115,375,267 | 4,857,906 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $98,656,807 | 4,647,047 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||