Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$991,964
+$132,356 QoQ
Shares Held
17,409
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,940
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $9,797,213 across 9 Banks - Diversified names. BAC ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,391 | $6,019,926 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
17,409 | $991,964 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,731 | $804,169 | |
| 4 | TD |
Toronto Dominion Bank
|
3,509 | $426,097 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,084 | $388,347 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,181 | $361,620 | |
| 7 | C |
Citigroup Inc
|
2,186 | $305,952 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,925 | $298,840 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991,964 | 17,409 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $859,608 | 17,633 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $944,790 | 17,178 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $861,707 | 16,703 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $843,242 | 17,820 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $732,319 | 17,549 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $759,543 | 17,282 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $721,699 | 18,188 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $736,063 | 18,508 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $736,709 | 19,428 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $703,770 | 20,902 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $536,949 | 19,611 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $634,049 | 22,100 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $628,570 | 21,978 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $667,434 | 20,152 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $600,587 | 19,887 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $579,547 | 18,617 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $756,304 | 18,348 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $804,735 | 18,088 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $872,984 | 20,565 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $845,833 | 20,515 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $806,763 | 20,852 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $662,788 | 21,867 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $501,866 | 20,833 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $506,540 | 21,328 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $454,491 | 21,408 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||