Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,626,035
+$643,063 QoQ
Shares Held
81,187
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,028
of 3,595 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. BAC ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,779 | $11,711,540 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
81,187 | $4,626,035 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
43,514 | $4,137,746 | |
| 4 | C |
Citigroup Inc
|
29,376 | $4,111,464 | |
| 5 | ING |
Ing Groep NV
|
99,831 | $3,132,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
37,034 | $3,060,489 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
150,101 | $2,985,508 | |
| 8 | SAN |
Banco Santander, S.A.
|
197,972 | $2,732,013 |
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,626,035 | 81,187 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,982,972 | 81,702 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,001,260 | 90,932 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,869,456 | 75,004 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,383,792 | 50,376 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,984,762 | 47,562 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,072,506 | 47,156 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,761,276 | 44,387 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,552,103 | 39,027 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,468,034 | 38,714 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $919,325 | 27,304 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $698,956 | 25,528 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,614,060 | 91,114 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,583,724 | 90,340 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,099,932 | 93,597 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,012,679 | 66,645 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,063,483 | 66,286 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $100,747,409 | 2,444,139 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,278,242 | 28,731 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,213,136 | 28,578 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,135,845 | 27,549 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,072,564 | 27,722 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $520,028 | 17,157 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||