Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,017,190
+$4,333,805 QoQ
Shares Held
298,652
+14.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#540
of 3,589 holders
Holding Since
Mar 2021
21 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, 2026HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. BAC ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
166,772 | $54,589,478 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
298,652 | $17,017,190 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
130,960 | $10,822,534 | |
| 4 | C |
Citigroup Inc
|
23,379 | $3,272,124 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,704 | $1,258,685 | |
| 6 | SAN |
Banco Santander, S.A.
|
66,109 | $912,304 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
28,730 | $719,973 | |
| 8 | BCS |
Barclays PLC
|
25,916 | $696,103 |
All Filings in BAC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,017,190 | 298,652 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,683,385 | 260,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,917,540 | 271,228 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $13,658,397 | 288,639 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,936,402 | 166,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,557,466 | 171,956 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,753,020 | 170,187 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,668,911 | 167,687 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,260,402 | 165,095 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,481,308 | 133,095 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $437,368 | 15,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $376,412 | 13,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,345 | 12,075 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $316,395 | 9,553 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $279,350 | 9,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,071 | 27,789 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $316,445 | 7,677 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $503,715 | 11,322 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $430,655 | 10,145 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $412,341 | 10,001 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $768,228 | 19,856 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||