Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$476,295
+$49,148 QoQ
Shares Held
8,359
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,541
of 3,595 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
|
2,539 | $355,358 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,295 | 8,359 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $427,147 | 8,762 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $486,640 | 8,848 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $436,451 | 8,460 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $394,648 | 8,340 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $348,862 | 8,360 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $368,960 | 8,395 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $329,145 | 8,295 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $329,892 | 8,295 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $354,362 | 9,345 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $313,063 | 9,298 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $223,913 | 8,178 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $234,454 | 8,172 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $386,014 | 13,497 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $450,067 | 13,589 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $396,495 | 13,129 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $405,592 | 13,029 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $545,505 | 13,234 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $614,629 | 13,815 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $589,418 | 13,885 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $585,960 | 14,212 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $552,725 | 14,286 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $438,858 | 14,479 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $321,986 | 13,366 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $285,617 | 12,026 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||