Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$862,392
-$148,000 QoQ
Shares Held
15,135
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,039
of 3,589 holders
Holding Since
Jun 2020
25 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, 2026Continuum Advisory, LLC holds $10,825,483 across 17 Banks - Diversified names. BAC ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,447 | $6,038,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,140 | $1,499,089 | |
| 3 | C |
Citigroup Inc
|
10,624 | $1,486,935 | |
| 4 | BAC |
Bank Of America Corp /De/
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|
15,135 | $862,392 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,764 | $399,702 | |
| 6 | BCS |
Barclays PLC
|
5,399 | $145,017 | |
| 7 | ING |
Ing Groep NV
|
2,973 | $93,292 | |
| 8 | UBS |
UBS Group AG
|
1,849 | $91,636 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,392 | 15,135 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,010,392 | 20,726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,091,970 | 19,854 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,066,416 | 20,671 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,070,425 | 22,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $926,239 | 22,196 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $734,272 | 16,707 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $653,529 | 16,470 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $375,070 | 9,431 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $360,164 | 9,498 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $733,972 | 21,799 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $660,898 | 24,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $777,154 | 27,088 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $894,636 | 31,281 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $756,659 | 22,846 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $670,077 | 22,188 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $791,044 | 25,411 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $877,903 | 21,298 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $429,728 | 9,659 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $413,463 | 9,740 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $406,280 | 9,854 | Shares | Sole | 2023-12-13 | |
| 2021-03-31 | $403,884 | 10,439 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $334,895 | 11,049 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $256,775 | 10,659 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $238,070 | 10,024 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||