Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,936,579
+$226,186 QoQ
Shares Held
33,987
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,490
of 3,605 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, 2026SkyOak Wealth, LLC holds $12,499,126 across 6 Banks - Diversified names. BAC ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,977 | $8,830,381 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
33,987 | $1,936,579 | |
| 3 | TD |
Toronto Dominion Bank
|
7,398 | $898,339 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
5,237 | $311,601 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,700 | $300,390 | |
| 6 | C |
Citigroup Inc
|
1,585 | $221,836 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,579 | 33,987 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,710,393 | 35,085 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,929,675 | 35,085 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,873,748 | 36,320 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,718,662 | 36,320 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,515,633 | 36,320 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,609,009 | 36,610 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,592,556 | 40,135 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,613,826 | 40,579 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,558,360 | 41,096 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,427,439 | 42,395 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,219,915 | 44,555 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,196,573 | 41,707 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,341,597 | 46,909 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,013,166 | 60,784 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,825,620 | 60,451 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,888,532 | 60,666 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,427,445 | 58,890 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,749,215 | 61,794 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,631,687 | 61,995 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,559,558 | 62,080 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,472,871 | 63,915 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,004,006 | 66,117 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,563,489 | 64,902 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,719,310 | 72,392 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $351,335 | 16,549 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||