Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,450,938
+$295,222 QoQ
Shares Held
25,464
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,658
of 3,595 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $10,373,434 across 6 Banks - Diversified names. BAC ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,606 | $5,108,311 | |
| 2 | C |
Citigroup Inc
|
11,591 | $1,622,276 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
25,464 | $1,450,938 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,773 | $1,386,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,970 | $574,101 | |
| 6 | TD |
Toronto Dominion Bank
|
1,908 | $231,688 |
All Filings in BAC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,938 | 25,464 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,155,716 | 23,707 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,218,470 | 22,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,129,717 | 21,898 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $652,353 | 13,786 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $467,626 | 11,206 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $475,714 | 10,824 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $328,232 | 8,272 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $317,086 | 7,973 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $315,646 | 8,324 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $478,787 | 14,220 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $486,049 | 17,752 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $516,936 | 18,018 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $614,213 | 21,476 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $714,067 | 21,560 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $652,289 | 21,599 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $672,688 | 21,609 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $881,324 | 21,381 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $711,751 | 15,998 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $648,848 | 15,285 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $462,270 | 11,212 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||