Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,039,542
+$273,330 QoQ
Shares Held
35,794
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,455
of 3,589 holders
Holding Since
Jun 2021
17 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, 2026Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. BAC ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,780 | $9,093,227 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
35,794 | $2,039,542 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,741 | $887,636 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,226 | $496,940 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,594 | $375,118 | |
| 6 | UBS |
UBS Group AG
|
7,061 | $349,943 | |
| 7 | C |
Citigroup Inc
|
2,172 | $303,993 |
All Filings in BAC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039,542 | 35,794 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,766,212 | 36,230 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,044,505 | 18,991 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $979,745 | 18,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $910,200 | 19,235 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $803,427 | 19,253 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $963,296 | 21,918 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $346,525 | 8,733 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $340,948 | 8,573 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $323,912 | 8,542 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $287,373 | 8,535 | Shares | Sole | 2024-01-31 | |
| 2022-09-30 | $205,692 | 6,811 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $204,399 | 6,566 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $535,653 | 12,995 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $346,933 | 7,798 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $277,962 | 6,548 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $215,179 | 5,219 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||