Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$961,024
+$138,807 QoQ
Shares Held
16,866
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,961
of 3,594 holders
Holding Since
Dec 2020
22 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, 2026One Wealth Advisors, LLC holds $7,396,679 across 6 Banks - Diversified names. BAC ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,131 | $2,661,520 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,279 | $1,675,856 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
16,866 | $961,024 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,507 | $939,925 | |
| 5 | C |
Citigroup Inc
|
5,063 | $708,617 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,110 | $449,737 |
All Filings in BAC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,024 | 16,866 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $822,217 | 16,866 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $927,630 | 16,866 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $870,116 | 16,866 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $795,543 | 16,812 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $699,728 | 16,768 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $427,018 | 9,716 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $393,149 | 9,908 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $370,735 | 9,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $353,490 | 9,322 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $312,188 | 9,272 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $254,059 | 9,279 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $266,817 | 9,300 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $197,892 | 5,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $288,953 | 9,568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,119 | 9,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $372,628 | 9,040 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $675,358 | 15,180 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $727,423 | 17,136 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $815,034 | 19,768 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $696,342 | 17,998 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $438,585 | 14,470 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||