Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,328,657
+$595,684 QoQ
Shares Held
58,418
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,178
of 3,589 holders
Holding Since
Mar 2020
25 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, 2026Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. BAC ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,329 | $8,290,941 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
58,418 | $3,328,657 | |
| 3 | RY |
Royal Bank Of Canada
|
11,844 | $2,451,352 | |
| 4 | C |
Citigroup Inc
|
16,705 | $2,338,031 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
21,870 | $2,079,618 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,188 | $1,503,056 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,834 | $971,308 | |
| 8 | ING |
Ing Groep NV
|
25,101 | $787,669 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,328,657 | 58,418 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,732,973 | 56,061 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,145,505 | 57,191 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,666,253 | 32,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,390,829 | 29,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,228,072 | 29,429 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,343,243 | 30,563 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,143,220 | 28,811 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,117,934 | 28,110 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $972,951 | 25,658 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $818,282 | 24,303 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $525,011 | 19,175 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $609,174 | 21,233 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $581,266 | 20,324 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $672,037 | 20,291 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $529,436 | 17,531 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $488,180 | 15,682 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $600,781 | 14,575 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $589,625 | 13,253 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $585,937 | 13,803 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $410,362 | 9,953 | Shares | Sole | 2021-07-23 | |
| 2020-12-31 | $381,815 | 12,597 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $351,159 | 14,577 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $301,553 | 12,697 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $297,241 | 14,001 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||