Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,467,917
+$487,449 QoQ
Shares Held
43,312
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,337
of 3,589 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. BAC ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in BAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,917 | 43,312 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,980,468 | 40,625 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,447,445 | 44,499 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,470,438 | 47,886 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,432,673 | 51,409 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,080,466 | 73,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,096,189 | 70,448 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,732,166 | 68,855 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,731,681 | 68,687 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,088,735 | 81,454 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,521,445 | 74,887 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,198,175 | 80,284 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,289,548 | 79,803 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,516,170 | 87,978 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,132,497 | 64,387 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,520,962 | 50,363 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,214,234 | 103,252 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,174,758 | 125,540 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $18,964,930 | 426,274 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $14,740,125 | 347,235 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $13,457,472 | 326,400 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $14,303,306 | 369,690 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||