Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,829,817
+$9,607,938 QoQ
Shares Held
699,014
+12.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#393
of 3,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. BAC ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,829,817 | 699,014 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $30,221,879 | 619,936 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $39,292,825 | 714,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,151,640 | 700,749 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $25,340,853 | 535,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,661,733 | 495,129 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,434,162 | 442,188 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $15,671,655 | 394,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,162,858 | 305,830 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,891,052 | 260,840 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,923,762 | 235,336 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,903,346 | 252,131 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,006,527 | 244,215 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,160,382 | 215,398 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,763,204 | 324,976 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,614,230 | 318,352 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $6,004,322 | 192,879 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $6,936,089 | 168,270 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $7,150,121 | 160,713 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $5,458,093 | 128,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,471,268 | 108,447 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $3,178,886 | 82,163 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $2,352,085 | 77,601 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,525,643 | 63,331 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $1,563,675 | 65,839 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,177,433 | 102,564 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||