Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,733,843
+$381,363 QoQ
Shares Held
47,979
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,279
of 3,589 holders
Holding Since
Jun 2021
20 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, 2026Apella Capital, LLC holds $23,060,614 across 9 Banks - Diversified names. BAC ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,413 | $12,246,397 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,795 | $3,701,858 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
47,979 | $2,733,843 | |
| 4 | C |
Citigroup Inc
|
13,411 | $1,877,003 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,057 | $1,020,512 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
18,808 | $471,328 | |
| 7 | RY |
Royal Bank Of Canada
|
2,155 | $446,020 | |
| 8 | TD |
Toronto Dominion Bank
|
2,964 | $359,918 |
All Filings in BAC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,733,843 | 47,979 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,352,480 | 48,256 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,005,510 | 18,282 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $843,599 | 16,352 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $615,538 | 13,008 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $520,456 | 12,472 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $498,085 | 11,333 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $431,321 | 10,870 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $447,889 | 11,262 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $353,945 | 9,334 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $310,976 | 9,236 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $280,015 | 10,227 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $285,580 | 9,954 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $319,872 | 9,658 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $268,236 | 8,882 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $276,403 | 8,879 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $327,204 | 7,938 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $247,141 | 5,555 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $239,672 | 5,646 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $266,469 | 6,463 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||