Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,517,035
+$309,401 QoQ
Shares Held
26,624
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,631
of 3,594 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $8,473,794 across 5 Banks - Diversified names. BAC ranks #2 (17.9% of the industry book) .
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,035 | 26,624 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,207,634 | 24,772 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,294,425 | 23,535 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,085,401 | 21,039 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,052,538 | 22,243 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,061,819 | 25,445 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,048,383 | 23,854 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $915,734 | 23,078 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $682,651 | 17,165 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $545,972 | 14,398 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $375,756 | 11,160 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $211,893 | 7,739 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $223,036 | 7,774 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $244,901 | 8,563 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $270,225 | 8,159 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||