Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$612,933
+$386,782 QoQ
Shares Held
10,757
+131.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,329
of 3,594 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Symmetry Partners, LLC holds $3,699,284 across 7 Banks - Diversified names. BAC ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,650 | $1,522,083 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
10,757 | $612,933 | |
| 3 | C |
Citigroup Inc
|
3,975 | $556,341 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
3,439 | $327,014 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,253 | $268,827 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,767 | $255,525 | |
| 7 | SAN |
Banco Santander, S.A.
|
11,345 | $156,561 |
All Filings in BAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,933 | 10,757 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $226,151 | 4,639 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $264,880 | 4,816 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $263,624 | 5,110 | Shares | Sole | 2025-10-15 | |
| 2024-06-30 | $1,710,110 | 43,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,403,381 | 37,009 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $1,246,093 | 37,009 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,269,692 | 46,373 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,445,172 | 50,372 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,440,639 | 50,372 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,668,320 | 50,372 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,553,337 | 51,435 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,601,171 | 51,435 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,807,411 | 68,108 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $4,348,497 | 97,741 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,149,959 | 74,204 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,372,003 | 57,531 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $2,225,874 | 57,531 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,814,568 | 59,867 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,371,997 | 56,953 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $334,898 | 14,101 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,334,238 | 109,950 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||