Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$480,056
+$61,489 QoQ
Shares Held
8,425
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,531
of 3,595 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, 2026Raleigh Capital Management Inc. holds $4,582,204 across 7 Banks - Diversified names. BAC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,108 | $1,672,001 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,287 | $1,053,773 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
12,182 | $1,006,720 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
8,425 | $480,056 | |
| 5 | C |
Citigroup Inc
|
2,627 | $367,674 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
6 | $1,060 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8 | $920 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,056 | 8,425 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $418,567 | 8,586 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $462,770 | 8,414 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $440,475 | 8,538 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $439,413 | 9,286 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $415,338 | 9,953 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $575,613 | 13,097 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $532,584 | 13,422 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $583,584 | 14,674 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $522,765 | 13,786 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $499,830 | 14,845 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $612,189 | 22,359 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $608,916 | 21,224 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $599,684 | 20,968 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $634,082 | 19,145 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $575,883 | 19,069 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $559,343 | 17,968 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $671,432 | 16,289 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,381 | 76 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||