Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,559,541
-$1,055,612 QoQ
Shares Held
44,920
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,314
of 3,589 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, 2026Gateway Wealth Partners, LLC holds $14,355,184 across 12 Banks - Diversified names. BAC ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,528 | $6,392,100 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
44,920 | $2,559,541 | |
| 3 | TD |
Toronto Dominion Bank
|
7,006 | $850,738 | |
| 4 | SAN |
Banco Santander, S.A.
|
52,442 | $723,699 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
29,009 | $684,032 | |
| 6 | RY |
Royal Bank Of Canada
|
3,284 | $679,689 | |
| 7 | BCS |
Barclays PLC
|
24,106 | $647,487 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,956 | $500,097 |
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,559,541 | 44,920 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,615,153 | 74,157 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,206,040 | 21,928 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,192,296 | 23,111 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,528,672 | 32,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,316,122 | 31,539 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,723,762 | 39,221 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $666,663 | 16,801 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $682,970 | 17,173 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $372,677 | 9,828 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $343,669 | 10,207 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $362,620 | 13,244 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $364,764 | 12,714 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $225,110 | 7,871 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $216,969 | 6,551 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||