Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$476,238
+$71,662 QoQ
Shares Held
8,358
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,541
of 3,594 holders
Holding Since
Dec 2021
18 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, 2026Amplius Wealth Advisors, LLC holds $3,021,585 across 3 Banks - Diversified names. BAC ranks #2 (15.8% of the industry book) .
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,238 | 8,358 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $404,576 | 8,299 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $448,745 | 8,159 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $419,375 | 8,129 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $535,047 | 11,307 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $476,473 | 11,418 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $490,789 | 11,167 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $427,432 | 10,772 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $428,402 | 10,772 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $419,129 | 11,053 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $474,780 | 14,101 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $374,476 | 13,677 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $390,929 | 13,626 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $440,382 | 15,398 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $510,346 | 15,409 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $440,134 | 14,574 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $293,981 | 7,132 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $313,565 | 7,048 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||