Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,828,824
+$1,213,401 QoQ
Shares Held
137,396
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#808
of 3,605 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $22,478,734 across 6 Banks - Diversified names. BAC ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,608 | $12,964,886 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
137,396 | $7,828,824 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,188 | $924,576 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,133 | $281,105 | |
| 5 | SAN |
Banco Santander, S.A.
|
19,500 | $269,100 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,211 | $210,243 |
All Filings in BAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,828,824 | 137,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,615,423 | 135,701 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,047,545 | 146,319 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,547,926 | 146,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,010,931 | 148,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,193,816 | 148,426 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,621,419 | 150,658 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,978,228 | 150,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,281,353 | 157,942 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,128,857 | 161,626 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,809,725 | 142,849 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,449,233 | 164,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,288,926 | 175,130 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||