Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$145,868
-$463,068 QoQ
Shares Held
2,560
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,322
of 3,589 holders
Holding Since
Mar 2021
19 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. BAC ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,868 | 2,560 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $608,936 | 12,491 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $310,365 | 5,643 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $674,384 | 13,072 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $590,506 | 12,479 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $521,625 | 12,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $520,060 | 11,833 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $547,068 | 13,787 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552,047 | 13,881 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $71,100 | 1,875 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $47,011 | 1,717 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $49,059 | 1,710 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $51,337 | 1,795 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $29,729 | 955 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $38,375 | 931 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $37,193 | 836 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $87,744 | 2,067 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $14,554 | 353 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $33,389 | 863 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||