Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,551,850
+$245,107 QoQ
Shares Held
27,235
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,616
of 3,594 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. BAC ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,082 | $3,627,471 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
27,235 | $1,551,850 | |
| 3 | C |
Citigroup Inc
|
6,323 | $884,967 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,838 | $854,874 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,790 | $740,751 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,342 | $483,286 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,381 | $444,685 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,850 | 27,235 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,306,743 | 26,805 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,417,130 | 25,766 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,249,458 | 24,219 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,129,717 | 23,874 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,021,300 | 24,474 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $735,766 | 16,741 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $673,925 | 16,984 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $672,351 | 16,906 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $651,579 | 17,183 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $680,639 | 20,215 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $721,353 | 26,346 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $544,536 | 18,980 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $486,142 | 16,998 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $542,704 | 16,386 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $393,898 | 13,043 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $432,146 | 13,882 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $544,351 | 13,206 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $516,128 | 11,601 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||