Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,168,260
+$237,770 QoQ
Shares Held
20,503
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,800
of 3,595 holders
Holding Since
Dec 2021
18 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. BAC ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,377 | $3,396,703 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
22,128 | $1,828,657 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
20,503 | $1,168,260 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,525 | $905,731 | |
| 5 | RY |
Royal Bank Of Canada
|
3,647 | $754,818 | |
| 6 | C |
Citigroup Inc
|
5,088 | $712,116 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,498 | $650,454 | |
| 8 | UBS |
UBS Group AG
|
11,849 | $587,236 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,260 | 20,503 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $930,490 | 19,087 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $1,296,570 | 23,574 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $990,476 | 19,199 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $892,549 | 18,862 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $772,922 | 18,522 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $839,137 | 19,093 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $767,799 | 19,306 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $727,267 | 19,179 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $692,457 | 20,566 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $478,575 | 17,479 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $569,754 | 19,859 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $697,811 | 24,399 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $745,531 | 22,510 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $476,103 | 15,765 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $413,779 | 13,292 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $521,309 | 12,647 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $473,240 | 10,637 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||