Position in BAC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,555,390
-$3,445,950 QoQ
Shares Held
196,008
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 12.003020269477421.ToString("F0")%
Shared 0.ToString("F0")%
None 87.99697973052257.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. BAC ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
492,565 | $144,892,920 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,100,749 | $87,630,627 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
610,642 | $13,226,505 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
196,008 | $9,555,390 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
67,698 | $5,584,408 | |
| 6 | SAN |
Banco Santander, S.A.
|
351,179 | $3,961,299 | |
| 7 | C |
Citigroup Inc
|
29,064 | $3,296,148 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
17,024 | $2,019,557 |
All Filings in BAC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,555,390 | 196,008 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,001,340 | 236,388 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,187,405 | 178,085 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,136,917 | 108,557 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,843,183 | 116,060 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,755,917 | 108,212 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,831,381 | 96,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,282,695 | 82,542 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,524,436 | 92,944 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,109,155 | 92,342 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,213,180 | 80,832 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,098,071 | 73,129 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,176,488 | 76,101 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,099,874 | 63,402 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,063,790 | 101,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,355,856 | 75,678 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $680,006 | 16,497 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $675,313 | 15,179 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $644,688 | 15,187 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $603,978 | 14,649 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $294,121 | 7,602 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||