Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,609,505
+$2,190,429 QoQ
Shares Held
186,197
+7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#705
of 3,594 holders
Holding Since
Mar 2020
25 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, 2026CWA Asset Management Group, LLC holds $56,875,951 across 6 Banks - Diversified names. BAC ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,413 | $32,540,857 | |
| 2 | C |
Citigroup Inc
|
78,722 | $11,017,931 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
186,197 | $10,609,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,455 | $1,222,677 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,499 | $1,198,197 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,623 | $286,784 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,609,505 | 186,197 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,419,076 | 172,699 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,293,130 | 168,966 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,139,509 | 157,773 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,157,717 | 151,262 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,927,245 | 142,038 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,419,210 | 123,304 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $4,503,402 | 113,493 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $2,560,130 | 67,514 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,590,772 | 47,246 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,030,035 | 37,620 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,042,594 | 36,340 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,028,170 | 35,950 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,376,136 | 41,550 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,120,389 | 37,099 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,041,827 | 33,467 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,424,480 | 34,558 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,455,579 | 32,717 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,362,050 | 32,086 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,283,531 | 31,131 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $971,273 | 25,104 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $679,550 | 22,420 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $575,437 | 23,887 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $575,272 | 24,222 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $746,192 | 35,148 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||