Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$73,801,192
+$14,672,982 QoQ
Shares Held
1,295,213
+6.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#284
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, 2026AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. BAC ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
504,021 | $164,981,152 | |
| 2 | C |
Citigroup Inc
|
550,024 | $76,981,313 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
1,295,213 | $73,801,192 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
722,249 | $59,686,618 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
208,669 | $30,175,588 | |
| 6 | TD |
Toronto Dominion Bank
|
15,172 | $1,842,333 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
15,819 | $1,504,225 | |
| 8 | ING |
Ing Groep NV
|
19,446 | $610,211 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,801,192 | 1,295,213 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $59,128,210 | 1,212,887 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $82,985,595 | 1,508,829 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $49,248,248 | 954,609 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $40,758,352 | 861,335 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $33,017,839 | 791,226 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $27,055,953 | 615,608 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $26,014,634 | 655,611 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $23,566,972 | 592,582 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $19,491,024 | 514,004 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $29,756,771 | 883,777 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $21,520,214 | 785,983 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $20,880,208 | 727,787 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $35,992,985 | 1,258,496 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $41,533,705 | 1,254,037 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $35,675,743 | 1,181,316 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $33,434,398 | 1,074,025 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $36,414,283 | 883,413 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $33,346,678 | 749,532 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $23,218,154 | 546,953 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,953,828 | 508,218 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $19,191,245 | 496,026 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $15,885,955 | 524,116 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,158,728 | 546,232 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,353,788 | 435,949 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,160,369 | 337,276 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||