Stamos Capital Partners, L.P.

Position in BAC — Bank Of America Corp /De/

CIK 1705399 Menlo Park, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,851,102

+$665,344 QoQ

Shares Held

155,337

-7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#769

of 3,595 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $30,449,509 across 5 Banks - Diversified names. BAC ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,663	$11,346,239
2	BAC	Bank Of America Corp /De/ This page	155,337	$8,851,102
3	BCS	Barclays PLC	134,871	$3,622,635
4	HSBC	Hsbc Holdings PLC	37,215	$3,538,774
5	UBS	UBS Group AG	62,364	$3,090,759

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,851,102	155,337	-7.5%	Shares	Sole	2026-08-13
2026-03-31	$8,185,758	167,913	+25.5%	Shares	Sole	2026-05-14
2025-12-31	$7,357,680	133,776	+2.7%	Shares	Sole	2026-02-12
2025-09-30	$6,721,712	130,291	-18.0%	Shares	Sole	2025-11-13
2025-06-30	$7,515,125	158,815	+46.8%	Shares	Sole	2025-08-14
2025-03-31	$4,513,224	108,153	+11.5%	Shares	Sole	2025-05-14
2024-12-31	$4,261,392	96,960	-31.3%	Shares	Sole	2025-02-13
2024-09-30	$5,601,228	141,160	-6.9%	Shares	Sole	2024-11-13
2024-06-30	$6,032,711	151,690	-4.6%	Shares	Sole	2024-08-13
2024-03-31	$6,029,280	159,000	-30.6%	Shares	Sole	2024-05-14
2023-12-31	$7,711,440	229,030	-39.2%	Shares	Sole	2024-02-13
2023-09-30	$10,317,879	376,840	-21.4%	Shares	Sole	2023-11-13
2023-06-30	$13,747,674	479,180	+22.6%	Shares	Sole	2023-08-11
2023-03-31	$11,174,592	390,720	+92.5%	Shares	Sole	2023-05-12
2022-12-31	$6,721,041	202,930	-43.6%	Shares	Sole	2023-02-13
2022-09-30	$10,856,598	359,490	+19.0%	Shares	Sole	2022-11-14
2022-06-30	$9,400,637	301,980	+24.5%	Shares	Sole	2022-08-12
2022-03-31	$9,995,850	242,500	+34.6%	Shares	Sole	2022-05-13
2021-12-31	$8,017,098	180,200	+8.5%	Shares	Sole	2022-02-14
2021-09-30	$7,053,067	166,150	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$6,871,391	166,660	-14.8%	Shares	Sole	2021-08-13
2021-03-31	$7,563,895	195,500	0.0%	Shares	Sole	2021-05-14
2020-12-31	$5,925,605	195,500	-33.7%	Shares	Sole	2021-02-12
2020-09-30	$7,106,550	295,000	+161.2%	Shares	Sole	2020-11-16
2020-03-31	$2,397,482	112,929	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.