Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,507,746
+$366,744 QoQ
Shares Held
44,011
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,329
of 3,589 holders
Holding Since
Dec 2020
23 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, 2026Everhart Financial Group, Inc. holds $14,891,173 across 7 Banks - Diversified names. BAC ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,883 | $9,126,942 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
44,011 | $2,507,746 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,180 | $1,915,595 | |
| 4 | C |
Citigroup Inc
|
3,470 | $485,661 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,021 | $436,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,255 | $214,427 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,778 | $203,936 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,507,746 | 44,011 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,141,002 | 43,918 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,268,585 | 41,247 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,945,304 | 37,707 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,624,826 | 34,337 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,615,660 | 38,717 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,625,754 | 36,991 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,376,538 | 34,691 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,187,134 | 29,850 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $942,767 | 24,862 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $666,497 | 19,795 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $623,661 | 22,778 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $632,327 | 22,040 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $654,654 | 22,890 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $833,994 | 25,181 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $869,578 | 28,794 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $722,745 | 23,217 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $933,179 | 22,639 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $824,399 | 18,530 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $714,773 | 16,838 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $678,934 | 16,467 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $562,668 | 14,543 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $431,311 | 14,230 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||