Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,428,431
+$131,291 QoQ
Shares Held
25,069
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,667
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. BAC ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,431 | 25,069 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,297,140 | 26,608 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,683,880 | 30,616 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,688,747 | 32,734 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,615,978 | 34,150 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,328,349 | 31,832 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,125,735 | 25,614 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $756,062 | 19,054 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $772,850 | 19,433 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $756,086 | 19,939 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $706,160 | 20,973 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $530,323 | 19,369 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $482,680 | 16,824 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $641,183 | 22,419 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $622,987 | 18,810 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $636,434 | 21,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $703,786 | 22,608 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $840,434 | 20,389 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,070,873 | 24,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,061,122 | 24,997 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,169,530 | 28,366 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,107,501 | 28,625 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $889,749 | 29,355 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $703,090 | 29,186 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $551,688 | 23,229 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $371,440 | 17,496 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||