Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,084,842
-$31,240 QoQ
Shares Held
19,039
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,855
of 3,589 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Net Worth Advisory Group holds $9,000,927 across 10 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,187 | $2,679,850 | |
| 2 | C |
Citigroup Inc
|
8,233 | $1,152,290 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
19,039 | $1,084,842 | |
| 4 | UBS |
UBS Group AG
|
17,947 | $889,453 | |
| 5 | TD |
Toronto Dominion Bank
|
6,640 | $806,295 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,475 | $615,707 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
22,213 | $523,782 | |
| 8 | ING |
Ing Groep NV
|
16,616 | $521,410 |
All Filings in BAC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,842 | 19,039 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,116,082 | 22,894 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,132,340 | 20,588 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $463,175 | 8,978 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $690,919 | 14,601 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $414,796 | 9,940 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $457,475 | 10,409 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $231,850 | 5,843 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||