Blueshift Asset Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1727827 RED BANK, NJ

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$550,084

-$180,300 QoQ

Shares Held

9,654

-37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,423

of 3,595 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Blueshift Asset Management, LLC holds $2,654,945 across 6 Banks - Diversified names. BAC ranks #1 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	9,654	$550,084
2	MUFG	Mitsubishi Ufj Financial Group Inc	23,630	$470,000
3	WFC	Wells Fargo & Company/Mn	5,504	$454,850
4	BNY	Bank of New York Mellon Corp	3,001	$433,974
5	C	Citigroup Inc	3,008	$420,999
6	JPM	Jpmorgan Chase & Co	993	$325,038

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,084	9,654	-37.5%	Shares	Sole	2026-08-14
2025-06-30	$730,384	15,435	+215.6%	Shares	Sole	2025-08-13
2025-03-31	$204,059	4,890	-54.5%	Shares	Sole	2025-05-08
2024-09-30	$426,798	10,756	+28.7%	Shares	Sole	2024-11-13
2023-09-30	$228,869	8,359	-12.9%	Shares	Sole	2023-11-08
2023-06-30	$275,366	9,598	-46.7%	Shares	Sole	2023-08-15
2023-03-31	$515,457	18,023	-36.3%	Shares	Sole	2023-05-12
2022-12-31	$936,865	28,287	+44.1%	Shares	Sole	2023-02-14
2022-09-30	$592,826	19,630	-28.2%	Shares	Sole	2022-11-14
2022-06-30	$851,530	27,354	-78.5%	Shares	Sole	2022-08-12
2022-03-31	$5,253,901	127,460	+22.5%	Shares	Sole	2022-05-12
2021-09-30	$4,416,243	104,034	+33.0%	Shares	Sole	2021-11-12
2021-03-31	$3,027,144	78,241	+28.3%	Shares	Sole	2021-05-06
2020-12-31	$1,848,637	60,991	-67.8%	Shares	Sole	2021-02-12
2020-09-30	$4,562,308	189,386	+130.6%	Shares	Sole	2020-11-13
2020-06-30	$1,950,896	82,143	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.