Global Retirement Partners, LLC
PensionPosition in BAC — Bank Of America Corp /De/
CIK 1749744
San Rafael, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,302,953
-$1,741,047 QoQ
Shares Held
163,267
-18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#749
of 3,595 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Jun 30, 2026CallValue
$410
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. BAC ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,302,953 | 163,267 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $410 | 1,000 | Call | Sole | 2026-08-06 | |
| 2025-12-31 | $11,044,000 | 200,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,804,132 | 112,505 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,632,263 | 119,025 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,350,780 | 121,747 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,694,803 | 93,115 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,058,329 | 102,045 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,738,305 | 98,584 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,338,043 | 99,140 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,579,415 | 94,208 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,667,969 | 92,993 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,355,152 | 82,348 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,578,988 | 77,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,171,168 | 71,893 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,204,470 | 70,815 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,882,349 | 69,926 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $2,525,430 | 56,764 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,454,501 | 57,821 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,002,706 | 48,574 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,801,909 | 46,573 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,311,877 | 43,282 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,137,144 | 171,737 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,078,943 | 171,745 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,664,743 | 172,621 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||