Kingsview Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1791965
GRANTS PASS, OR
Position in BAC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,370,306
+$1,114,463 QoQ
Shares Held
129,349
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#827
of 3,595 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)
Derivatives in BAC
reported options exposure · as of Dec 31, 2021CallValue
$4,449
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. BAC ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in BAC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,370,306 | 129,349 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,255,843 | 128,325 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,505,070 | 118,274 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,113,260 | 118,497 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,619,770 | 118,761 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,843,183 | 116,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,009,421 | 113,980 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,454,516 | 112,261 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,030,967 | 101,357 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,449,089 | 90,957 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,877,471 | 85,461 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,142,895 | 114,788 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,345,311 | 116,602 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,195,077 | 111,716 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,400,794 | 102,681 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,923,843 | 96,816 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,890,233 | 92,844 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,230,078 | 102,622 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $4,121,954 | 92,649 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $4,449 | 100 | Call | Sole | 2022-02-17 | |
| 2021-09-30 | $3,846,394 | 90,610 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $4,785,195 | 116,061 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,128,919 | 106,718 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,844,684 | 93,853 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,818 | 200 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $2,214,111 | 91,910 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,106,411 | 88,691 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,554,333 | 73,214 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||