Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$415,156
+$45,339 QoQ
Shares Held
7,286
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,658
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $1,700,340 across 6 Banks - Diversified names. BAC ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,456 | $1,131,252 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
7,286 | $415,156 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
870 | $100,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
442 | $36,526 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 6 | SAN |
Banco Santander, S.A.
|
105 | $1,449 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,156 | 7,286 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $369,817 | 7,586 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $417,010 | 7,582 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $391,000 | 7,579 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $358,449 | 7,575 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $315,937 | 7,571 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $332,657 | 7,569 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $300,298 | 7,568 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $300,621 | 7,559 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $305,407 | 8,054 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $271,885 | 8,075 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $225,090 | 8,221 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $235,745 | 8,217 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $239,181 | 8,363 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $276,916 | 8,361 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $256,367 | 8,489 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $264,262 | 8,489 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $341,548 | 8,286 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $388,264 | 8,727 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $382,474 | 9,010 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $371,482 | 9,010 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $354,400 | 9,160 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $283,701 | 9,360 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $236,322 | 9,810 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $231,871 | 9,763 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $207,268 | 9,763 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||