Financial Gravity Asset Management, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1741736
Lakeway, TX
Position in BAC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$34,027
-$4,308 QoQ
Shares Held
698
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $233,650 across 7 Banks - Diversified names. BAC ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
382 | $112,369 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $73,878 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
698 | $34,027 | |
| 4 | UBS |
UBS Group AG
|
340 | $13,283 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $39 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $33 | |
| 7 | BCS |
Barclays PLC
|
1 | $21 |
All Filings in BAC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,027 | 698 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38,335 | 697 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,325 | 2,972 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $14,313 | 343 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $1,471 | 37 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,403 | 37 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $1,245 | 37 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $46,982 | 1,716 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,893 | 66 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $829 | 29 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,092 | 33 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $19,026 | 630 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $22,195 | 713 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $38,870 | 943 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $54,796 | 1,232 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,155 | 145 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,019 | 146 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,267 | 162 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,333 | 77 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $62,813 | 2,959 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||