Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,500,397
-$41,419 QoQ
Shares Held
26,332
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,641
of 3,594 holders
Holding Since
Mar 2020
21 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, 2026Cooper Financial Group holds $8,938,195 across 7 Banks - Diversified names. BAC ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,911 | $3,244,167 | |
| 2 | C |
Citigroup Inc
|
19,649 | $2,750,074 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
26,332 | $1,500,397 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,680 | $552,035 | |
| 5 | RY |
Royal Bank Of Canada
|
1,671 | $345,846 | |
| 6 | ING |
Ing Groep NV
|
9,380 | $294,344 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,738 | $251,332 |
All Filings in BAC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,500,397 | 26,332 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,541,816 | 31,627 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,000,075 | 36,365 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,755,194 | 34,022 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,682,604 | 35,558 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,000,661 | 47,943 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,953,181 | 44,441 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,549,623 | 39,053 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $767,998 | 19,311 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $352,163 | 9,287 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $244,073 | 7,249 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $208,854 | 6,306 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $240,807 | 5,842 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $216,977 | 4,877 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $517,677 | 12,195 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $507,458 | 12,308 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $474,494 | 12,264 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $468,047 | 15,442 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $305,340 | 12,675 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $288,657 | 12,154 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $286,626 | 13,501 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||