Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$352,364
+$63,813 QoQ
Shares Held
6,184
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,804
of 3,594 holders
Holding Since
Dec 2022
8 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, 2026MOTIVE WEALTH ADVISORS holds $2,003,653 across 4 Banks - Diversified names. BAC ranks #2 (17.6% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,364 | 6,184 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $288,551 | 5,919 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $326,480 | 5,936 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $304,896 | 5,910 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $269,960 | 5,705 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $201,848 | 4,837 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $237,945 | 5,414 | Shares | Sole | 2025-01-21 | |
| 2022-12-31 | $225,779 | 6,817 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||