Covestor Ltd

Position in BAC — Bank Of America Corp /De/

CIK 1909846 LONDON, X0

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$80,968

-$3,613 QoQ

Shares Held

1,421

-18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,403

of 3,595 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $490,993 across 7 Banks - Diversified names. BAC ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	743	$243,206
2	BAC	Bank Of America Corp /De/ This page	1,421	$80,968
3	C	Citigroup Inc	454	$63,541
4	WFC	Wells Fargo & Company/Mn	727	$60,079
5	BNY	Bank of New York Mellon Corp	289	$41,792
6	NTB	Bank of N.T. Butterfield & Son Ltd	17	$1,011
7	UBS	UBS Group AG	8	$396

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,968	1,421	-18.1%	Shares	Sole	2026-08-07
2026-03-31	$84,581	1,735	-34.2%	Shares	Sole	2026-05-05
2025-12-31	$144,925	2,635	-10.8%	Shares	Sole	2026-02-06
2025-09-30	$152,345	2,953	-4.6%	Shares	Sole	2025-10-30
2025-06-30	$146,455	3,095	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$130,489	3,127	+4.9%	Shares	Sole	2025-05-12
2024-12-31	$130,971	2,980	+24.7%	Shares	Sole	2025-02-13
2024-09-30	$94,795	2,389	-3.0%	Shares	Sole	2024-11-01
2024-06-30	$97,953	2,463	-23.3%	Shares	Sole	2024-08-09
2024-03-31	$121,799	3,212	-48.6%	Shares	Sole	2024-05-10
2023-12-31	$210,504	6,252	+51.3%	Shares	Sole	2024-02-09
2023-09-30	$113,161	4,133	+11.6%	Shares	Sole	2023-11-13
2023-06-30	$106,296	3,705	+10.4%	Shares	Sole	2023-08-11
2023-03-31	$96,010	3,357	-21.9%	Shares	Sole	2023-05-15
2022-06-30	$133,764	4,297	+39.4%	Shares	Sole	2022-08-10
2022-03-31	$127,040	3,082	+65.1%	Shares	Sole	2022-05-13
2021-12-31	$83,062	1,867	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.