Position in BAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,442,787
+$512,075 QoQ
Shares Held
77,971
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,044
of 3,594 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, 2026Coastal Bridge Advisors, LLC holds $22,182,941 across 7 Banks - Diversified names. BAC ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,668 | $14,948,506 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
77,971 | $4,442,787 | |
| 3 | C |
Citigroup Inc
|
7,710 | $1,079,091 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,688 | $717,976 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,338 | $482,708 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,407 | $268,977 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,212 | $242,896 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,442,787 | 77,971 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,930,712 | 80,630 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,400,715 | 80,013 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,112,496 | 79,715 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,779,685 | 79,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,327,508 | 79,739 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $1,571,256 | 35,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,417,687 | 35,728 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,419,908 | 35,703 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,339,524 | 35,325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,189,392 | 35,325 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,085,370 | 39,641 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,141,173 | 39,776 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $1,142,484 | 39,947 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,315,493 | 39,719 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,198,758 | 39,694 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,245,791 | 40,019 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $1,510,506 | 36,645 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,629,579 | 36,628 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $1,369,479 | 32,261 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $1,329,378 | 32,243 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,240,440 | 32,061 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $971,253 | 32,044 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $713,184 | 29,605 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $773,418 | 32,565 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $692,437 | 32,616 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||