Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$415,098
+$66,390 QoQ
Shares Held
7,285
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,659
of 3,594 holders
Holding Since
Dec 2021
13 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, 2026W ADVISORS, LLC holds $3,827,463 across 5 Banks - Diversified names. BAC ranks #2 (10.8% of the industry book) .
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,098 | 7,285 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $348,708 | 7,153 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $384,670 | 6,994 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $358,394 | 6,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,131 | 6,723 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $294,571 | 7,059 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $303,430 | 6,904 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,474 | 6,766 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $257,987 | 6,487 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $243,787 | 6,429 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $214,813 | 6,380 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $244,145 | 5,923 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $200,916 | 4,516 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||