Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,722,216
+$941,743 QoQ
Shares Held
100,425
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#932
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, 2026Mutual Advisors, LLC holds $46,353,491 across 10 Banks - Diversified names. BAC ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,030 | $32,415,489 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
100,425 | $5,722,216 | |
| 3 | C |
Citigroup Inc
|
23,185 | $3,244,972 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,492 | $2,767,778 | |
| 5 | ING |
Ing Groep NV
|
16,520 | $518,397 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,559 | $514,666 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,859 | $328,785 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,549 | $308,195 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,722,216 | 100,425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,780,473 | 98,061 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,364,590 | 97,538 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,135,681 | 99,548 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,848,217 | 102,456 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,778,401 | 90,544 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,033,027 | 91,764 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,606,991 | 90,902 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,643,966 | 91,626 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,540,097 | 93,357 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,821,849 | 83,809 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,405,004 | 87,838 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,455,232 | 85,578 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,942,197 | 67,909 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,386,594 | 72,059 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,964,359 | 65,045 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,717,161 | 55,161 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,218,831 | 53,829 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,283,137 | 51,318 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,199,461 | 51,813 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,148,618 | 52,113 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,895,190 | 48,984 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,402,989 | 46,288 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,321,047 | 54,838 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,066,422 | 44,902 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $753,749 | 35,504 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||