Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,736,349
+$297,037 QoQ
Shares Held
65,573
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,124
of 3,589 holders
Holding Since
Mar 2020
24 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, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. BAC ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,374 | $225,743 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,736,349 | 65,573 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,439,312 | 70,550 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,700,520 | 85,464 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,283,929 | 83,038 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,929,405 | 83,039 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,439,093 | 82,413 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,797,713 | 109,163 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,114,855 | 103,701 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,060,954 | 102,111 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,131,015 | 82,569 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $2,409,390 | 71,559 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,778,658 | 64,962 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $817,665 | 28,500 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,012,297 | 35,395 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,127,139 | 34,032 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $907,419 | 30,047 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $934,678 | 30,025 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,971,222 | 47,822 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $3,094,101 | 69,546 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,672,948 | 62,967 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,815,884 | 68,297 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,966,573 | 50,829 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,209,732 | 39,912 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $376,641 | 17,741 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||