Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,941,422
+$284,459 QoQ
Shares Held
34,072
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,485
of 3,595 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. BAC ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
78 | $11,279 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,422 | 34,072 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,656,963 | 33,989 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,773,310 | 32,242 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,658,102 | 32,140 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,557,537 | 32,915 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,300,390 | 31,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,324,872 | 30,145 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,123,896 | 28,324 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,139,052 | 28,641 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,275,806 | 60,016 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,860,570 | 55,259 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,373,271 | 50,156 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,226,870 | 42,763 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $625,196 | 21,860 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $674,753 | 20,373 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $760,768 | 25,191 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $766,918 | 24,636 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,041,299 | 25,262 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,074,566 | 24,153 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $390,752 | 9,205 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $825,053 | 20,011 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $627,087 | 16,208 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $93,142 | 3,073 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||