Steward Partners Investment Advisory, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1723397
STAMFORD, CT
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,674,442
+$3,973,287 QoQ
Shares Held
538,337
-1.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#419
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. BAC ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,674,442 | 538,337 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,701,155 | 547,716 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,078,135 | 765,057 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,904,968 | 773,502 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,525,604 | 708,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,953,877 | 717,802 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,222,921 | 505,641 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,245,267 | 535,415 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,585,581 | 567,905 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,480,288 | 540,092 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,857,324 | 470,963 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,187,577 | 481,650 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,851,876 | 482,812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,693,907 | 513,773 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,665,984 | 503,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,515,479 | 480,645 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,020,845 | 578,890 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $21,431,267 | 519,924 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,009,425 | 494,705 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,888,164 | 468,508 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,836,296 | 456,859 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,799,780 | 485,908 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,165,827 | 401,380 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,609,211 | 398,888 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,427,616 | 354,847 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,656,574 | 407,752 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||