Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$409,800
+$58,020 QoQ
Shares Held
7,192
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,669
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $4,349,177 across 8 Banks - Diversified names. BAC ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,646 | $3,484,755 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
7,192 | $409,800 | |
| 3 | UBS |
UBS Group AG
|
4,894 | $242,546 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,082 | $89,416 | |
| 5 | C |
Citigroup Inc
|
546 | $76,418 | |
| 6 | TD |
Toronto Dominion Bank
|
238 | $28,900 | |
| 7 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
49 | $8,658 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,800 | 7,192 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $351,780 | 7,216 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $398,035 | 7,237 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $377,226 | 7,312 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $347,754 | 7,349 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $306,131 | 7,336 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $378,189 | 8,605 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $313,432 | 7,899 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $328,420 | 8,258 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $312,498 | 8,241 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $284,309 | 8,444 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $228,951 | 8,362 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $178,623 | 6,226 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $177,320 | 6,200 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $204,516 | 6,175 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $258,904 | 8,573 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $179,744 | 5,774 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $237,715 | 5,767 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $175,646 | 3,948 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $167,465 | 3,945 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $133,832 | 3,246 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $3,464 | 134,025 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $101,417 | 3,346 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $71,884 | 2,984 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $70,870 | 2,984 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $73,519 | 3,463 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||