Position in BAC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,233,911
-$143,509 QoQ
Shares Held
25,311
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $44,006,910 across 5 Banks - Diversified names. BAC ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,785 | $25,528,675 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
528,104 | $8,961,923 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
404,869 | $7,996,162 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
25,311 | $1,233,911 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,021 | $286,239 |
All Filings in BAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,233,911 | 25,311 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,377,420 | 25,044 | Shares | Defined | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||