Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,861,475
+$403,113 QoQ
Shares Held
50,219
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,245
of 3,594 holders
Holding Since
Mar 2021
22 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, 2026Advisor OS, LLC holds $12,857,925 across 6 Banks - Diversified names. BAC ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,396 | $7,658,209 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
50,219 | $2,861,475 | |
| 3 | C |
Citigroup Inc
|
6,255 | $875,447 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,967 | $741,029 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,106 | $449,156 | |
| 6 | TD |
Toronto Dominion Bank
|
2,245 | $272,609 |
All Filings in BAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,861,475 | 50,219 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,458,362 | 50,428 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,630,100 | 47,820 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,267,171 | 43,946 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,890,762 | 39,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,631,014 | 39,085 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,767,753 | 40,222 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,008,320 | 50,613 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,852,404 | 46,578 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,678,678 | 44,269 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,504,810 | 44,693 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,175,749 | 42,942 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,690,699 | 58,930 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,248,902 | 43,668 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,280,217 | 38,654 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $665,062 | 22,022 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $848,010 | 27,241 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $725,015 | 17,589 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $655,559 | 14,735 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $591,581 | 13,936 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $556,520 | 13,498 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $243,010 | 6,281 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||