Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,338,738
-$1,256,822 QoQ
Shares Held
146,345
-25.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#781
of 3,595 holders
Holding Since
Dec 2020
15 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, 2026World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names. BAC ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,534 | $77,097,344 | |
| 2 | C |
Citigroup Inc
|
110,148 | $15,416,314 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,252 | $10,014,531 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,323 | $9,695,572 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
146,345 | $8,338,738 | |
| 6 | RY |
Royal Bank Of Canada
|
7,440 | $1,539,856 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,741 | $1,116,451 | |
| 8 | TD |
Toronto Dominion Bank
|
6,619 | $803,745 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,338,738 | 146,345 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,595,560 | 196,832 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,430,505 | 244,191 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $8,681,100 | 168,271 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,510,014 | 158,707 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,301,313 | 151,002 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,034,685 | 137,308 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,640,615 | 116,951 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,491,550 | 62,649 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $256,111 | 6,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $345,252 | 10,254 | Shares | Sole | 2024-02-15 | |
| 2021-09-30 | $244,342 | 5,756 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $261,975 | 6,354 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $247,538 | 6,398 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,776 | 7,020 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||