OneAscent Investment Solutions LLC
Position in BAC — Bank Of America Corp /De/
CIK 1974438
BIRMINGHAM, AL
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,156
+$51,603 QoQ
Shares Held
6,584
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,743
of 3,589 holders
Holding Since
Jun 2025
5 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, 2026OneAscent Investment Solutions LLC holds $3,052,071 across 4 Banks - Diversified names. BAC ranks #3 (12.3% of the industry book) .
All Filings in BAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,156 | 6,584 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $323,553 | 6,637 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $358,160 | 6,512 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $339,874 | 6,588 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $322,533 | 6,816 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||