Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,449,448
+$23,723,173 QoQ
Shares Held
2,184,090
+5.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#219
of 3,605 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, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. BAC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,449,448 | 2,184,090 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $100,726,275 | 2,066,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,649,110 | 2,011,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,794,189 | 1,876,220 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,541,221 | 1,300,533 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $52,594,697 | 1,260,357 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $47,883,129 | 1,089,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,500,866 | 1,096,292 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,429,360 | 1,217,736 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $65,523,181 | 1,727,932 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $19,501,091 | 579,183 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,398,730 | 598,931 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,904,205 | 589,202 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,843,455 | 588,932 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,142,109 | 547,769 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,501,901 | 513,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,355,028 | 493,255 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,591,214 | 402,504 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,130,563 | 385,043 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,904,062 | 374,654 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,267,097 | 370,291 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,120,960 | 364,977 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,593,860 | 349,517 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,025,029 | 84,061 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,891,117 | 79,626 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,449,435 | 68,273 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||