Position in BAC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,091,477
+$262,277 QoQ
Shares Held
63,415
+23.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 83%
None 17%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $21,523,870 across 11 Banks - Diversified names. BAC ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,493 | $11,028,937 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
63,415 | $3,091,477 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
31,085 | $2,474,672 | |
| 4 | C |
Citigroup Inc
|
16,805 | $1,905,850 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,545 | $1,156,478 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,438 | $526,476 | |
| 7 | TD |
Toronto Dominion Bank
|
3,665 | $341,978 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,217 | $309,140 |
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,091,477 | 63,415 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,829,200 | 51,440 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,691,188 | 52,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,363,583 | 49,949 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,315,953 | 31,535 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,380,290 | 31,406 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,378,283 | 34,735 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,143,425 | 28,751 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $891,688 | 23,515 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $596,295 | 17,710 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $291,542 | 10,648 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $411,271 | 14,335 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $779,264 | 27,247 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,027,612 | 31,027 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $962,442 | 31,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $829,178 | 26,636 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,119,864 | 27,168 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,290,254 | 29,001 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||