Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,128,715
+$308,342 QoQ
Shares Held
37,359
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,430
of 3,589 holders
Holding Since
Dec 2022
15 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, 2026Aspen Grove Capital, LLC holds $19,030,338 across 10 Banks - Diversified names. BAC ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
26,479 | $5,480,358 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
34,611 | $5,005,096 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
37,594 | $3,106,768 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
6,670 | $2,183,291 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
37,359 | $2,128,715 | |
| 6 | UBS |
UBS Group AG
|
5,798 | $287,348 | |
| 7 | C |
Citigroup Inc
|
1,553 | $217,357 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,079 | $208,090 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,128,715 | 37,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,820,373 | 37,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,052,490 | 37,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,044,150 | 39,623 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,827,843 | 59,760 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,329,285 | 55,818 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,429,160 | 55,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,196,605 | 55,358 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,192,241 | 55,123 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,088,140 | 55,067 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,720,805 | 80,808 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,563,698 | 93,634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,489,564 | 121,630 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,276,845 | 114,575 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,969,696 | 119,858 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||