Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,096,156
+$7,576,860 QoQ
Shares Held
457,988
+20.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#452
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, 2026Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. BAC ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
287,857 | $94,224,231 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
457,988 | $26,096,156 | |
| 3 | C |
Citigroup Inc
|
153,863 | $21,534,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
132,711 | $10,967,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
71,038 | $10,272,805 | |
| 6 | UBS |
UBS Group AG
|
62,814 | $3,113,061 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
32,685 | $3,108,016 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
117,514 | $2,944,900 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,096,156 | 457,988 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,519,296 | 379,883 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,114,115 | 183,893 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $19,401,038 | 376,062 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $17,605,879 | 372,060 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $15,398,119 | 368,994 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $15,887,661 | 361,494 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $13,067,655 | 329,326 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,443,055 | 338,020 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $13,228,429 | 348,851 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,491,941 | 341,311 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,841,877 | 395,978 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $10,530,205 | 367,034 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $9,840,630 | 344,078 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $6,768,568 | 204,365 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $5,858,045 | 193,975 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,837,964 | 187,535 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $7,294,868 | 176,974 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $7,402,424 | 166,384 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,954,031 | 163,817 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,582,871 | 135,408 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $4,871,767 | 125,918 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,253,129 | 140,321 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,259,184 | 135,292 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,477,688 | 146,429 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,274,964 | 107,158 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||