OneDigital Investment Advisors LLC
Position in BAC — Bank Of America Corp /De/
CIK 1690370
OVERLAND PARK, KS
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,759,650
+$1,571,910 QoQ
Shares Held
136,182
+7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#810
of 3,595 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)
Derivatives in BAC
reported options exposure · as of Mar 31, 2020CallValue
$5,000
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,759,650 | 136,182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,187,740 | 126,928 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,549,630 | 137,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,641,407 | 148,118 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,077,557 | 149,568 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,095,661 | 194,001 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,174,254 | 208,743 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,135,129 | 230,220 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,338,393 | 234,810 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,816,108 | 206,121 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,569,118 | 195,103 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,745,392 | 173,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,668,494 | 162,722 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,863,745 | 135,096 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,272,388 | 98,804 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,833,907 | 93,838 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,394,114 | 76,907 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,892,695 | 70,177 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,786,319 | 62,628 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,780,687 | 65,505 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,558,610 | 62,057 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,738,594 | 70,783 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,776,044 | 58,596 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,233,672 | 51,211 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,340,782 | 56,454 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,000 | 2,000 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $1,112,770 | 52,415 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||