Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,621,249
-$66,834 QoQ
Shares Held
63,553
-16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,140
of 3,589 holders
Holding Since
Jun 2022
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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. BAC ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
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|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
|
26,069 | $700,213 |
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,249 | 63,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,688,083 | 75,653 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,795,725 | 87,195 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,964,639 | 76,849 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,743,248 | 79,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,984,755 | 95,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,768,047 | 108,488 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $4,124,497 | 103,944 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,663,635 | 66,976 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,381,186 | 62,795 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,694,307 | 80,021 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,394,107 | 87,440 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $1,325,238 | 46,337 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $72,419 | 2,398 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $213,876 | 7,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,848 | 9,600 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||