Position in BAC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,870,713
-$1,835,277 QoQ
Shares Held
222,989
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7681993282179839.ToString("F0")%
Shared 0.ToString("F0")%
None 99.23180067178201.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Jun 30, 2021CallValue
$103,075
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $133,059,343 across 19 Banks - Diversified names. BAC ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,008 | $28,535,873 | |
| 2 | C |
Citigroup Inc
|
130,561 | $14,806,923 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
174,773 | $14,417,024 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
222,989 | $10,870,713 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
455,207 | $9,859,783 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
85,832 | $6,833,085 | |
| 7 | RY |
Royal Bank Of Canada
|
37,848 | $6,123,049 | |
| 8 | UBS |
UBS Group AG
|
155,238 | $6,065,148 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,870,713 | 222,989 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $12,705,990 | 231,018 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,844,166 | 210,199 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,395,527 | 198,553 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,637,382 | 183,019 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,934,381 | 180,532 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,911,264 | 174,175 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,566,958 | 190,268 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,310,608 | 166,419 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,263,058 | 156,313 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,863,591 | 141,110 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,617,837 | 126,101 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,968,824 | 68,840 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,074,496 | 92,829 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,162,780 | 170,953 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,658,346 | 85,395 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,384,409 | 82,106 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,569,343 | 80,228 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,056,102 | 71,993 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $103,075 | 2,500 | Call | Sole | 2021-07-20 | |
| 2021-06-30 | $2,739,774 | 66,451 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,313,584 | 59,798 | Shares | Sole | 2021-05-12 | |
| 2021-03-31 | $96,725 | 2,500 | Call | Sole | 2021-05-12 | |
| 2020-12-31 | $1,216,158 | 40,124 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $845,655 | 35,104 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $766,745 | 32,284 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $272,656 | 12,843 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||