Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,786,152
+$308,004 QoQ
Shares Held
31,347
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,533
of 3,589 holders
Holding Since
Dec 2021
17 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, 2026Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. BAC ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,882 | $11,745,255 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
31,347 | $1,786,152 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,682 | $1,213,320 | |
| 4 | C |
Citigroup Inc
|
8,227 | $1,151,450 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,382 | $778,291 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
33,415 | $664,624 | |
| 7 | ING |
Ing Groep NV
|
19,778 | $620,633 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,699 | $541,917 |
All Filings in BAC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,786,152 | 31,347 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,478,148 | 30,321 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,418,890 | 25,798 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,291,504 | 25,034 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,148,740 | 24,276 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $746,633 | 17,892 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $812,196 | 18,480 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $691,939 | 17,438 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $674,499 | 16,960 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $529,894 | 13,974 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $334,107 | 9,923 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $216,685 | 7,914 | Shares | Sole | 2023-10-31 | |
| 2022-12-31 | $255,355 | 7,710 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $276,420 | 9,153 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $238,019 | 7,646 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $250,452 | 6,076 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $228,100 | 5,127 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||