Envestnet Portfolio Solutions, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1998033 BERWYN, PA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,583,179

+$2,392,683 QoQ

Shares Held

203,285

+7.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#676

of 3,589 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. BAC ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,847	$53,959,368
2	BAC	Bank Of America Corp /De/ This page	203,285	$11,583,179
3	WFC	Wells Fargo & Company/Mn	62,339	$5,151,694
4	C	Citigroup Inc	36,170	$5,062,353
5	BNY	Bank of New York Mellon Corp	24,341	$3,519,952
6	RY	Royal Bank Of Canada	5,717	$1,183,247
7	BCS	Barclays PLC	31,952	$858,230
8	SAN	Banco Santander, S.A.	48,751	$672,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,583,179	203,285	+7.8%	Shares	Sole	2026-07-20
2026-03-31	$9,190,496	188,523	-62.1%	Shares	Sole	2026-04-29
2025-12-31	$27,347,870	497,234	+4.3%	Shares	Sole	2026-02-06
2025-09-30	$24,596,254	476,764	+3.2%	Shares	Sole	2025-10-30
2025-06-30	$21,870,404	462,181	-2.6%	Shares	Sole	2025-07-25
2025-03-31	$19,808,688	474,687	-10.0%	Shares	Sole	2025-04-21
2024-12-31	$23,170,000	527,190	+2.6%	Shares	Sole	2025-02-10
2024-09-30	$20,394,210	513,967	+0.7%	Shares	Sole	2024-10-31
2024-06-30	$20,303,261	510,517	+4.7%	Shares	Sole	2024-07-16
2024-03-31	$18,490,550	487,620	+19.6%	Shares	Sole	2024-05-06
2023-12-31	$13,732,275	407,849	+1.7%	Shares	Sole	2024-02-07
2023-09-30	$10,983,048	401,134	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.