Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,873,326
+$1,645,376 QoQ
Shares Held
120,627
+12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#849
of 3,589 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Dec 31, 2023CallValue
$134,680
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. BAC ranks #4 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
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|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,355 | $223,936 |
All Filings in BAC
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,873,326 | 120,627 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,227,950 | 107,240 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,190,195 | 112,549 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,003,105 | 58,211 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,490,356 | 52,628 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,490,905 | 59,691 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,469,550 | 56,190 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,452,660 | 61,811 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,163,209 | 54,393 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,497,536 | 39,492 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,942,183 | 146,783 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $134,680 | 4,000 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $109,520 | 4,000 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $2,726,171 | 99,568 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,955,529 | 103,016 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,624,048 | 161,680 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,080,284 | 123,197 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,302,835 | 142,478 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,308,329 | 138,398 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,558,934 | 86,340 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $8,244 | 200 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $3,702,101 | 83,212 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,638,431 | 85,711 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $21,225 | 500 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $3,573,569 | 86,674 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $41,230 | 1,000 | Call | Sole | 2021-08-13 | |
| 2021-03-31 | $4,360,401 | 112,701 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,619,875 | 86,436 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,977,909 | 82,105 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $574,963 | 24,209 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||