Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,114,870
+$213,385 QoQ
Shares Held
19,566
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,837
of 3,589 holders
Holding Since
Dec 2020
23 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, 2026Klingman & Associates, LLC holds $14,148,479 across 8 Banks - Diversified names. BAC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,178 | $8,568,844 | |
| 2 | C |
Citigroup Inc
|
19,135 | $2,678,134 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
19,566 | $1,114,870 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,992 | $825,738 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,740 | $355,636 | |
| 6 | UBS |
UBS Group AG
|
4,393 | $217,717 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
8,566 | $201,986 | |
| 8 | SAN |
Banco Santander, S.A.
|
13,446 | $185,554 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,870 | 19,566 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $901,485 | 18,492 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,037,960 | 18,872 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $910,099 | 17,641 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $512,333 | 10,827 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $448,680 | 10,752 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $480,637 | 10,936 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $441,995 | 11,139 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $426,453 | 10,723 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $359,102 | 9,470 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $302,928 | 8,997 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $269,857 | 9,856 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $280,157 | 9,765 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $242,814 | 8,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $295,165 | 8,912 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $230,063 | 7,618 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $226,750 | 7,284 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $290,023 | 7,036 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $322,641 | 7,252 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $268,708 | 6,330 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $372,141 | 9,026 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $336,061 | 8,686 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $243,631 | 8,038 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||