Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,401,537
+$255,327 QoQ
Shares Held
24,597
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,681
of 3,589 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, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. BAC ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,172 | $314,092 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,537 | 24,597 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,146,210 | 23,512 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,499,300 | 27,260 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,277,781 | 24,768 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,118,644 | 23,640 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $886,386 | 21,241 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $928,180 | 21,119 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $664,322 | 16,742 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,414,738 | 35,573 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,478,690 | 38,995 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,402,523 | 41,655 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,201,215 | 43,872 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,271,081 | 44,304 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,260,259 | 44,065 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,349,507 | 40,746 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,301,831 | 43,107 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,292,393 | 41,516 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,648,593 | 39,995 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $769,543 | 17,297 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $724,706 | 17,072 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $726,225 | 17,614 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $672,819 | 17,390 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $908,905 | 29,987 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $695,863 | 28,886 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $837,330 | 35,256 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $880,599 | 41,479 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||