Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$317,777
-$60,620 QoQ
Shares Held
5,577
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,900
of 3,595 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $12,247,471 across 6 Banks - Diversified names. BAC ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,624 | $11,333,473 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
5,577 | $317,777 | |
| 3 | TD |
Toronto Dominion Bank
|
2,396 | $290,946 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,340 | $110,737 | |
| 5 | C |
Citigroup Inc
|
707 | $98,951 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
661 | $95,587 |
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,777 | 5,577 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $378,397 | 7,762 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453,145 | 8,239 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $470,500 | 9,120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $502,916 | 10,628 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $347,360 | 8,324 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $378,189 | 8,605 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,315 | 890 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,395 | 890 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $33,748 | 890 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,885 | 56 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,212 | 373 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,615 | 370 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $47,704 | 1,668 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $55,177 | 1,666 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $50,252 | 1,664 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||