Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,539,142
+$397,717 QoQ
Shares Held
44,562
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,317
of 3,594 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. BAC ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,539,142 | 44,562 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,141,425 | 38,935 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,932,509 | 37,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,743,552 | 36,846 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,534,286 | 36,767 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,414,530 | 32,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,397,251 | 35,213 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,357,310 | 34,129 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,276,880 | 33,673 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,228,045 | 36,473 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $994,332 | 36,316 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,089,244 | 37,966 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,066,436 | 37,288 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,135,651 | 34,289 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,478,833 | 48,968 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,067,292 | 34,285 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,375,057 | 33,359 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,503,183 | 33,787 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,420,079 | 33,453 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,399,840 | 33,952 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,437,410 | 37,152 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $989,560 | 32,648 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $939,750 | 39,010 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $809,613 | 34,089 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $767,485 | 36,151 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||