Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,425,464
+$1,810,018 QoQ
Shares Held
95,217
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#957
of 3,605 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,452,557 across 11 Banks - Diversified names. BAC ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,526 | $11,628,725 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
94,781 | $9,012,725 | |
| 3 | SAN |
Banco Santander, S.A.
|
431,070 | $5,948,766 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
297,300 | $5,913,297 | |
| 5 | C |
Citigroup Inc
|
40,689 | $5,694,832 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
95,217 | $5,425,464 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
166,072 | $4,161,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
172,721 | $4,072,761 |
All Filings in BAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,425,464 | 95,217 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,615,446 | 74,163 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,109,985 | 74,727 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,328,658 | 83,905 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,830,885 | 80,957 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,318,703 | 79,528 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,422,562 | 77,874 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,688,240 | 67,748 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,841,168 | 71,440 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,631,837 | 69,405 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,212,523 | 65,712 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,693,891 | 61,866 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,622,161 | 56,541 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,313,741 | 45,935 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,645,269 | 49,676 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,196,342 | 39,614 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,116,384 | 35,862 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||