Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,143,814
+$953,233 QoQ
Shares Held
55,174
+22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,203
of 3,594 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $25,556,841 across 11 Banks - Diversified names. BAC ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,825 | $16,309,217 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
55,174 | $3,143,814 | |
| 3 | C |
Citigroup Inc
|
18,617 | $2,605,635 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
21,648 | $1,788,990 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,842 | $502,181 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,448 | $498,615 | |
| 7 | RY |
Royal Bank Of Canada
|
1,785 | $369,441 | |
| 8 | UBS |
UBS Group AG
|
3,525 | $174,699 |
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,143,814 | 55,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,190,581 | 44,935 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,621,410 | 47,662 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,640,716 | 31,803 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,845,858 | 39,008 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,195,790 | 52,619 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,294,365 | 52,204 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,142,958 | 54,006 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,072,573 | 52,114 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,987,235 | 52,406 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,023,702 | 30,404 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,492,018 | 54,493 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $909,731 | 31,709 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,368,137 | 82,802 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,747,370 | 82,952 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,225,407 | 73,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,257,018 | 72,503 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,076,537 | 74,637 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,253,019 | 73,118 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||