Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$476,580
+$78,585 QoQ
Shares Held
8,364
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,534
of 3,589 holders
Holding Since
Mar 2021
16 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, 2026Physician Wealth Advisors, Inc. holds $2,660,734 across 19 Banks - Diversified names. BAC ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
10,941 | $904,164 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,573 | $842,220 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
8,364 | $476,580 | |
| 4 | C |
Citigroup Inc
|
1,032 | $144,438 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,093 | $52,450 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,878 | $37,353 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
346 | $32,901 | |
| 8 | TD |
Toronto Dominion Bank
|
238 | $28,900 |
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,580 | 8,364 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $397,995 | 8,164 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $454,025 | 8,255 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $412,462 | 7,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $350,830 | 7,414 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $290,691 | 6,966 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $306,155 | 6,966 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $300,377 | 7,570 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $277,037 | 6,966 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $244,015 | 6,435 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $247,238 | 7,343 | Shares | Sole | 2024-01-23 | |
| 2022-03-31 | $235,407 | 5,711 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $254,082 | 5,711 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $242,431 | 5,711 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $235,464 | 5,711 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $220,958 | 5,711 | Shares | Sole | 2021-04-06 | |
| No filing history on record for this holder in this stock. | ||||||