Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,151,508
+$145,796 QoQ
Shares Held
20,209
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,819
of 3,595 holders
Holding Since
Dec 2024
7 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, 2026SAX WEALTH ADVISORS, LLC holds $12,986,323 across 8 Banks - Diversified names. BAC ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,214 | $8,253,298 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
20,209 | $1,151,508 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,015 | $869,829 | |
| 4 | RY |
Royal Bank Of Canada
|
3,321 | $687,347 | |
| 5 | UBS |
UBS Group AG
|
13,693 | $678,625 | |
| 6 | C |
Citigroup Inc
|
3,504 | $490,419 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,871 | $485,179 | |
| 8 | TD |
Toronto Dominion Bank
|
3,048 | $370,118 |
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,508 | 20,209 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,005,712 | 20,630 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,192,895 | 21,689 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,009,564 | 19,569 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,166,911 | 24,660 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $531,598 | 12,739 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $545,727 | 12,417 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||