Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,181,909
+$22,669,853 QoQ
Shares Held
477,043
+415.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#442
of 3,595 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 64%
Shared 36%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. BAC ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,181,909 | 477,043 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,512,056 | 92,555 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,702,060 | 85,492 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,489,310 | 87,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,160,847 | 87,930 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,326,757 | 79,721 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,847,910 | 87,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,471,936 | 112,700 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,590,889 | 115,436 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,653,274 | 43,599 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,084,843 | 151,020 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $829,997 | 30,314 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,405,111 | 83,831 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $772,314 | 27,004 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,179,138 | 35,602 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||