Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,264,372
+$17,245,697 QoQ
Shares Held
1,198,041
+14.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#290
of 3,594 holders
Holding Since
Dec 2021
19 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, 2026LGT Group Foundation holds $616,537,842 across 8 Banks - Diversified names. BAC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
907,653 | $297,102,053 | |
| 2 | UBS |
UBS Group AG
|
3,276,919 | $162,404,103 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
1,198,041 | $68,264,372 | |
| 4 | C |
Citigroup Inc
|
213,938 | $29,942,760 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
352,951 | $29,167,868 | |
| 6 | RY |
Royal Bank Of Canada
|
135,667 | $28,078,996 | |
| 7 | TD |
Toronto Dominion Bank
|
7,580 | $920,439 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,545 | $657,251 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,264,372 | 1,198,041 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $51,018,675 | 1,046,537 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $96,238,340 | 1,749,788 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $83,087,961 | 1,610,544 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $76,869,633 | 1,624,464 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $87,299,364 | 2,092,005 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $121,693,150 | 2,768,900 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $103,344,453 | 2,604,447 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $98,320,066 | 2,472,217 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $50,681,632 | 1,336,541 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,605,799 | 1,681,194 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $36,278,223 | 1,324,990 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $41,627,865 | 1,450,954 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $24,534,222 | 857,840 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $33,004,938 | 996,526 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $26,674,419 | 883,259 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $30,325,067 | 974,143 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $46,087,377 | 1,118,083 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $40,611,268 | 912,818 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||