Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,591,787
+$1,180,236 QoQ
Shares Held
133,236
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#819
of 3,589 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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. BAC ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,591,787 | 133,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,411,551 | 131,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,082,955 | 128,781 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,087,155 | 117,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,746,777 | 121,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,935,114 | 118,263 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,389,588 | 122,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,350,768 | 134,848 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,086,940 | 127,909 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,431,558 | 116,866 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,925,585 | 116,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,274,292 | 119,587 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,469,194 | 120,920 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,710,880 | 59,821 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,964,016 | 59,300 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,573,087 | 52,089 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,470,456 | 47,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,048,098 | 49,687 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,340,440 | 52,606 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,307,921 | 54,368 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,594,438 | 62,926 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,738,632 | 70,784 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,189,806 | 72,247 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,567,391 | 106,575 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,189,987 | 92,210 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,109,012 | 52,238 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||