Vanguard Personalized Indexing Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1767306
OAKLAND, CA
Position in BAC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$45,810,131
-$5,521,589 QoQ
Shares Held
939,695
+0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.6424052485115.ToString("F0")%
Shared 0.ToString("F0")%
None 26.357594751488516.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $344,015,209 across 19 Banks - Diversified names. BAC ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
502,465 | $147,805,104 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
939,695 | $45,810,131 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
395,478 | $31,484,003 | |
| 4 | C |
Citigroup Inc
|
256,379 | $29,075,942 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
130,317 | $15,459,505 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
129,488 | $10,681,465 | |
| 7 | RY |
Royal Bank Of Canada
|
52,171 | $8,440,224 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
469,765 | $7,971,912 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||