Position in BAC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,953,217
+$367,916 QoQ
Shares Held
34,279
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,475
of 3,589 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, 2026CX Institutional holds $17,329,190 across 17 Banks - Diversified names. BAC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,458 | $9,642,487 | |
| 2 | C |
Citigroup Inc
|
14,139 | $1,978,894 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
34,279 | $1,953,217 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
18,127 | $1,498,015 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,733 | $1,407,489 | |
| 6 | RY |
Royal Bank Of Canada
|
1,819 | $376,478 | |
| 7 | TD |
Toronto Dominion Bank
|
2,138 | $259,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
554 | $97,891 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,953,217 | 34,279 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,585,301 | 32,519 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,901,185 | 34,567 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,838,203 | 35,631 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,615,978 | 34,150 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,323,300 | 31,711 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,457,733 | 33,168 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,319,875 | 33,263 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,256,572 | 31,596 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,163,044 | 30,671 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $637,204 | 18,925 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,013,771 | 37,026 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $950,614 | 33,134 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $395,938 | 13,844 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $585,197 | 17,669 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $333,861 | 11,055 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $361,388 | 11,609 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $504,120 | 12,230 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $548,339 | 12,325 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $491,613 | 11,581 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $501,356 | 12,160 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $480,142 | 12,410 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,112,018 | 102,673 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,803,762 | 116,387 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $109,725 | 4,620 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $74,772 | 3,522 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||