Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$777,890
+$201,275 QoQ
Shares Held
13,652
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,129
of 3,594 holders
Holding Since
Jun 2022
14 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, 2026Foster Group, Inc. holds $10,657,305 across 12 Banks - Diversified names. BAC ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
49,345 | $4,077,870 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,862 | $2,900,798 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
13,652 | $777,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,853 | $461,471 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
20,235 | $402,474 | |
| 6 | SAN |
Banco Santander, S.A.
|
25,394 | $350,437 | |
| 7 | UBS |
UBS Group AG
|
6,458 | $320,058 | |
| 8 | RY |
Royal Bank Of Canada
|
1,462 | $302,590 |
All Filings in BAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,890 | 13,652 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $576,615 | 11,828 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $613,690 | 11,158 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $544,222 | 10,549 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $457,962 | 9,678 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $486,029 | 11,647 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $443,103 | 10,082 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $395,173 | 9,959 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $405,017 | 10,184 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $340,407 | 8,977 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $253,198 | 7,520 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $205,897 | 7,520 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $203,211 | 7,083 | Shares | Sole | 2023-07-10 | |
| 2022-06-30 | $207,730 | 6,673 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||