Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$382,620
+$44,978 QoQ
Shares Held
6,715
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,732
of 3,595 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $2,020,047 across 5 Banks - Diversified names. BAC ranks #3 (18.9% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,620 | 6,715 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $337,642 | 6,926 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $393,140 | 7,148 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $570,482 | 11,058 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $626,280 | 13,235 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $559,140 | 13,399 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $598,203 | 13,611 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $667,020 | 16,810 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $690,645 | 17,366 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $607,515 | 16,021 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $385,688 | 11,455 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $339,401 | 12,396 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $318,802 | 11,112 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $317,802 | 11,112 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $358,788 | 10,833 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||