Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,823,162
+$4,215,332 QoQ
Shares Held
505,847
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#431
of 3,595 holders
Holding Since
Jun 2020
23 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, 2026CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. BAC ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
846,920 | $118,534,923 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
505,847 | $28,823,162 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
312,648 | $25,837,230 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
16,514 | $5,405,527 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
12,395 | $1,792,440 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,936 | $695,491 | |
| 7 | RY |
Royal Bank Of Canada
|
1,935 | $400,486 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,173 | $396,810 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,823,162 | 505,847 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,607,830 | 504,776 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,618,965 | 502,163 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,987,399 | 523,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,558,025 | 497,845 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,889,954 | 500,598 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,006,556 | 500,718 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $19,774,766 | 498,356 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,827,174 | 498,546 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $19,182,400 | 505,865 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,514,022 | 520,167 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $14,341,890 | 523,809 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,836,659 | 621,703 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,637,766 | 511,810 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,351,030 | 554,077 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $285,027 | 9,438 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $262,901 | 6,378 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $571,037 | 13,452 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $578,992 | 14,043 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $500,261 | 12,930 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $320,407 | 10,571 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $234,540 | 9,736 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $222,418 | 9,365 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||