Position in BAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,901,591
+$587,274 QoQ
Shares Held
68,473
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,108
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, 2026West Branch Capital LLC holds $16,942,666 across 6 Banks - Diversified names. BAC ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,949 | $11,112,526 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
68,473 | $3,901,591 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
22,485 | $1,858,160 | |
| 4 | C |
Citigroup Inc
|
390 | $54,584 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
133 | $15,295 | |
| 6 | SAN |
Banco Santander, S.A.
|
37 | $510 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,901,591 | 68,473 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,314,317 | 67,986 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,663,550 | 66,610 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,354,123 | 65,015 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,967,011 | 62,701 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,482,559 | 59,491 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,293,530 | 52,185 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,760,323 | 44,363 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,612,912 | 40,556 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,458,137 | 38,453 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,123,231 | 33,360 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $961,886 | 35,131 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,007,736 | 35,125 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,066,179 | 37,279 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,309,101 | 39,526 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,202,715 | 39,825 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,266,057 | 40,670 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,575,552 | 38,223 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,948,706 | 43,801 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,782,645 | 41,994 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,670,557 | 40,518 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,413,693 | 36,539 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,051,878 | 34,704 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,043,602 | 43,321 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $950,570 | 40,024 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $255,184 | 12,020 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||