Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,323,347
+$1,488,877 QoQ
Shares Held
251,375
+7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#594
of 3,594 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. BAC ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,590 | $44,710,004 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
251,375 | $14,323,347 | |
| 3 | C |
Citigroup Inc
|
54,356 | $7,607,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
57,863 | $4,781,798 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
23,446 | $3,390,526 | |
| 6 | RY |
Royal Bank Of Canada
|
4,414 | $913,565 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,192 | $375,249 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,323,347 | 251,375 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $12,834,470 | 233,354 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $11,592,840 | 224,711 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,956,648 | 210,411 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,593,709 | 205,936 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,106,352 | 207,198 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,807,476 | 196,761 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,252,218 | 182,354 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,285,164 | 165,748 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,819,961 | 143,153 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,046,216 | 74,734 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $726,975 | 25,339 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $845,501 | 29,563 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,379,646 | 41,656 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,271,722 | 42,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,259,675 | 40,465 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,388,619 | 33,688 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $999,690 | 22,470 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||