Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,857
-$1,776,825 QoQ
Shares Held
18,027
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,522
of 3,589 holders
Holding Since
Dec 2020
15 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, 2026Coppell Advisory Solutions LLC holds $2,348,998 across 7 Banks - Diversified names. BAC ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
44,859 | $2,292,862 | |
| 2 | UBS |
UBS Group AG
|
509 | $25,225 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
18,027 | $17,857 | |
| 4 | ING |
Ing Groep NV
|
213 | $6,683 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
14,953 | $2,935 | |
| 6 | BCS |
Barclays PLC
|
88 | $2,363 | |
| 7 | C |
Citigroup Inc
|
10,291 | $1,073 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,857 | 18,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,794,682 | 36,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,920,930 | 34,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,772,756 | 53,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,542,584 | 32,599 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,641,574 | 39,338 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,083,317 | 47,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,913,052 | 48,212 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,884,223 | 47,378 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,503,264 | 44,647 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $597,924 | 21,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,059,148 | 36,917 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $912,740 | 31,914 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $723,274 | 21,838 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $427,219 | 14,095 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||