Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$713,788
+$215,271 QoQ
Shares Held
12,527
+22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,194
of 3,589 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, 2026RIVERSEDGE ADVISORS, LLC holds $9,307,570 across 18 Banks - Diversified names. BAC ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,921 | $1,610,790 | |
| 2 | C |
Citigroup Inc
|
6,332 | $886,226 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
7,868 | $748,168 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
12,527 | $713,788 | |
| 5 | RY |
Royal Bank Of Canada
|
2,908 | $601,868 | |
| 6 | SAN |
Banco Santander, S.A.
|
43,102 | $594,807 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
26,910 | $535,239 | |
| 8 | TD |
Toronto Dominion Bank
|
4,066 | $493,734 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $713,788 | 12,527 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $498,517 | 10,226 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $706,970 | 12,854 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $642,037 | 12,445 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $501,592 | 10,600 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $407,243 | 9,759 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $433,610 | 9,866 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $374,103 | 9,428 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $376,582 | 9,469 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $369,378 | 9,741 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $388,652 | 11,543 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $276,428 | 10,096 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $287,732 | 10,029 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $281,996 | 9,860 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $204,284 | 6,168 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $344,612 | 11,411 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $656,220 | 21,080 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $861,250 | 20,894 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $906,795 | 20,382 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $866,574 | 20,414 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $722,926 | 17,534 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $371,617 | 9,605 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $618,536 | 20,407 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $464,672 | 19,289 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $396,553 | 16,697 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $399,124 | 18,800 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||