CVA Family Office, LLC
Family OfficePosition in BAC — Bank Of America Corp /De/
CIK 1802084
DENVER, CO
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$764,557
+$127,444 QoQ
Shares Held
13,418
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,142
of 3,595 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. BAC ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,130 | $308,019 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,557 | 13,418 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $637,113 | 13,069 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $626,615 | 11,393 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $473,957 | 9,187 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $412,015 | 8,707 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $372,732 | 8,932 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $324,131 | 7,375 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $243,555 | 6,138 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $205,252 | 5,161 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $209,811 | 5,533 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $185,555 | 5,511 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $388,467 | 14,188 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $310,425 | 10,820 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $180,694 | 6,318 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $521,606 | 15,749 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $494,343 | 16,369 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $515,792 | 16,569 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $587,137 | 14,244 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $617,254 | 13,874 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $255,931 | 6,029 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $572,025 | 13,874 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $397,114 | 10,264 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $134,546 | 4,439 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $145,238 | 6,029 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $145,563 | 6,129 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $122,390 | 5,765 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||