Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,278,686
+$631,610 QoQ
Shares Held
57,541
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,186
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 19%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. BAC ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,965 | $15,700,383 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
57,541 | $3,278,686 | |
| 3 | C |
Citigroup Inc
|
16,604 | $2,323,895 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,396 | $1,850,805 | |
| 5 | RY |
Royal Bank Of Canada
|
1,878 | $388,689 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,820 | $263,190 | |
| 7 | ING |
Ing Groep NV
|
8,241 | $258,602 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,278,686 | 57,541 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,647,076 | 54,299 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $3,869,580 | 70,356 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,969,520 | 57,560 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,684,510 | 56,731 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,098,726 | 50,293 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,079,889 | 47,324 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,636,244 | 41,236 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,168,896 | 54,536 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,073,162 | 54,672 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,028,280 | 60,240 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,120,005 | 77,429 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,896,437 | 66,101 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,984,695 | 139,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,940,095 | 88,771 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,203,754 | 72,972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,235,102 | 71,799 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,181,400 | 77,181 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,396,809 | 53,873 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,279,522 | 53,699 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,248,931 | 54,546 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,974,931 | 51,045 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,500,072 | 49,491 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,336,537 | 55,481 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,272,026 | 53,559 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,085,638 | 51,137 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||