Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,918,388
+$3,847,507 QoQ
Shares Held
261,818
+15.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#584
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. BAC ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,918,388 | 261,818 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,070,881 | 227,095 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,574,815 | 228,633 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,759,940 | 227,950 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,561,776 | 223,199 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,465,824 | 226,835 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,843,519 | 246,724 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,771,581 | 221,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,355,159 | 210,087 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,655,782 | 201,893 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,729,853 | 348,377 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,782,709 | 357,294 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,229,103 | 356,539 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,000,932 | 384,648 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,148,474 | 396,995 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,455,748 | 412,442 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,511,551 | 401,913 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,238,739 | 418,213 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $20,090,971 | 451,584 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,882,651 | 444,821 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,889,352 | 215,604 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,190,440 | 211,694 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,153,020 | 203,003 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,519,284 | 187,600 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,612,956 | 236,335 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,062,377 | 238,454 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||