Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$109,116
-$22,314 QoQ
Shares Held
1,915
-44.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,365
of 3,595 holders
Holding Since
Jun 2020
10 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, 2026LifeSteps Financial, Inc. holds $5,045,876 across 7 Banks - Diversified names. BAC ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,304 | $3,700,138 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,958 | $1,153,489 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
1,915 | $109,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
214 | $30,946 | |
| 5 | BNS |
Bank Of Nova Scotia
|
300 | $26,052 | |
| 6 | C |
Citigroup Inc
|
121 | $16,935 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
80 | $9,200 |
All Filings in BAC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,116 | 1,915 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $131,430 | 3,466 | Shares | Sole | 2024-04-26 | |
| 2022-03-31 | $212,283 | 5,150 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $253,148 | 5,690 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $300,588 | 7,081 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $310,049 | 7,520 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $305,651 | 7,900 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $239,449 | 7,900 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $204,620 | 8,494 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $201,732 | 8,494 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||