Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$704,044
+$107,003 QoQ
Shares Held
12,356
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,208
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026Red Door Wealth Management, LLC holds $30,510,123 across 6 Banks - Diversified names. BAC ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,114 | $27,533,035 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,165 | $1,036,130 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
12,356 | $704,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,257 | $599,718 | |
| 5 | C |
Citigroup Inc
|
2,407 | $336,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,451 | $300,313 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,044 | 12,356 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $597,041 | 12,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $656,645 | 11,939 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $614,178 | 11,905 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,863,319 | 187,306 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,566,233 | 181,314 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,833,252 | 178,231 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,643,662 | 167,431 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,413,310 | 161,260 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,804,528 | 153,073 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,976,493 | 147,802 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,851,352 | 140,663 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,743,356 | 130,476 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,588,041 | 125,456 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,118,273 | 124,344 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,580,602 | 118,563 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,373,402 | 108,365 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,945,495 | 95,718 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,014,510 | 90,234 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,609,226 | 85,023 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,185,058 | 77,251 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,637,497 | 68,170 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,871,975 | 61,761 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,413,143 | 58,661 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,381,062 | 58,150 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,137,928 | 53,600 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||