Abundance Wealth Counselors
Position in BAC — Bank Of America Corp /De/
CIK 1767080
STATE COLLEGE, PA
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,516,863
+$1,353,055 QoQ
Shares Held
44,171
+85.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,325
of 3,589 holders
Holding Since
Jun 2020
23 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, 2026Abundance Wealth Counselors holds $16,806,196 across 8 Banks - Diversified names. BAC ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,347 | $8,296,833 | |
| 2 | ING |
Ing Groep NV
|
120,328 | $3,775,892 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
44,171 | $2,516,863 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,889 | $996,218 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 | |
| 6 | C |
Citigroup Inc
|
2,282 | $319,388 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,642 | $291,229 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,577 | $212,963 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,516,863 | 44,171 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,163,808 | 23,873 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,148,015 | 20,873 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,141,996 | 22,136 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,124,843 | 23,771 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,011,618 | 24,242 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,031,946 | 23,480 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $904,545 | 22,796 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $884,325 | 22,236 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $882,777 | 23,280 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $756,194 | 22,459 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $679,735 | 24,826 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $860,345 | 30,082 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,207,555 | 36,460 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,094,870 | 36,254 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,130,143 | 36,304 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,528,891 | 37,091 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,882,371 | 42,310 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,811,233 | 43,930 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,451,958 | 37,528 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,053,272 | 34,750 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $715,328 | 29,694 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $705,778 | 29,717 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||