Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,234,696
+$2,344,415 QoQ
Shares Held
74,319
+91.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,074
of 3,595 holders
Holding Since
Sep 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, 2026MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. BAC ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,394 | $7,984,888 | |
| 2 | C |
Citigroup Inc
|
31,154 | $4,360,313 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
74,319 | $4,234,696 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
30,651 | $2,532,998 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,536 | $511,340 | |
| 6 | UBS |
UBS Group AG
|
5,722 | $283,582 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,234,696 | 74,319 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,890,281 | 38,775 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,225,300 | 40,460 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,133,091 | 41,347 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,816,188 | 38,381 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,600,887 | 38,363 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,647,070 | 37,476 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $874,269 | 22,033 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $963,945 | 24,238 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $782,630 | 20,639 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $867,574 | 25,767 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $1,852,229 | 67,649 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $1,120,315 | 39,049 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $1,113,741 | 38,942 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,128,067 | 34,060 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $591,587 | 19,589 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $626,366 | 20,121 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $601,894 | 14,602 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $640,478 | 14,396 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $588,314 | 13,859 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $434,151 | 10,530 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $402,917 | 10,414 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $273,184 | 9,013 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $215,195 | 8,933 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||