Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,869,624
+$622,914 QoQ
Shares Held
85,462
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,002
of 3,594 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, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. BAC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,869,624 | 85,462 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,246,710 | 87,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,943,060 | 71,692 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,325,336 | 64,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,807,069 | 59,321 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,622,813 | 62,852 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,347,984 | 53,424 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $411,957 | 10,382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $349,936 | 8,799 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $396,226 | 10,449 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $54,814 | 1,628 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $75,431 | 2,755 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $60,249 | 2,100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $60,489 | 2,115 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $230,117 | 6,948 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $242,687 | 8,036 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $140,645 | 4,518 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $177,864 | 4,315 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $201,406 | 4,527 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,634 | 651 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $55,907 | 1,356 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $48,942 | 1,265 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,909 | 96 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $44,638 | 1,853 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $69,421 | 2,923 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $78,338 | 3,690 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||