Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,011
-$22,269 QoQ
Shares Held
281
-59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,528
of 3,589 holders
Holding Since
Dec 2023
5 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $5,016,708 across 10 Banks - Diversified names. BAC ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,042 | $4,923,697 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,249 | $29,451 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
281 | $16,011 | |
| 4 | C |
Citigroup Inc
|
103 | $14,415 | |
| 5 | SAN |
Banco Santander, S.A.
|
971 | $13,399 | |
| 6 | TD |
Toronto Dominion Bank
|
49 | $5,950 | |
| 7 | RY |
Royal Bank Of Canada
|
26 | $5,381 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
141 | $3,533 |
All Filings in BAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,011 | 281 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $38,280 | 696 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $4,175 | 105 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,981 | 105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,239 | 215 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||