Vanguard Personalized Indexing Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1767306
OAKLAND, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$53,965,416
+$8,155,285 QoQ
Shares Held
947,094
+0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#337
of 3,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. BAC ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,965,416 | 947,094 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,810,131 | 939,695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $51,331,720 | 933,304 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,721,327 | 886,244 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $40,895,363 | 864,230 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,327,635 | 702,795 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,084,302 | 684,512 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,518,287 | 643,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,069,838 | 605,226 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,252,401 | 507,711 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,847,965 | 411,285 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,288,746 | 412,299 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,304,290 | 394,015 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,270,374 | 359,104 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,264,336 | 370,300 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,904,495 | 361,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,613,130 | 308,806 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,588,882 | 256,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,577,581 | 170,321 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $5,178,008 | 121,979 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,391,489 | 106,512 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,258,394 | 84,218 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,812,234 | 59,790 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,117,751 | 46,399 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $771,138 | 32,469 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $370,145 | 17,435 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||