Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,277,604
+$472,587 QoQ
Shares Held
39,972
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,392
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. BAC ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,604 | 39,972 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,805,017 | 37,026 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,032,690 | 36,958 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,905,837 | 36,942 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,729,877 | 36,557 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,537,249 | 36,838 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,496,893 | 34,059 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,300,869 | 32,784 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,308,075 | 32,891 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,250,108 | 32,967 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $978,719 | 29,068 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $815,978 | 29,802 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $831,809 | 28,993 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $793,135 | 27,732 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $918,053 | 27,719 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $800,390 | 26,503 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $831,700 | 26,717 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,058,776 | 25,686 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,079,371 | 24,261 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,023,129 | 24,102 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,007,166 | 24,428 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $820,228 | 21,200 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $370,145 | 12,212 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $267,423 | 11,101 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $245,456 | 10,335 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $265,566 | 12,509 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||