Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,259,201
+$170,711 QoQ
Shares Held
22,099
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,741
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $5,444,084 across 9 Banks - Diversified names. BAC ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,218 | $3,671,987 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
22,099 | $1,259,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,765 | $228,499 | |
| 4 | C |
Citigroup Inc
|
994 | $139,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
733 | $105,999 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,096 | $27,465 | |
| 7 | TD |
Toronto Dominion Bank
|
40 | $4,857 | |
| 8 | UBS |
UBS Group AG
|
85 | $4,212 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,259,201 | 22,099 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,088,490 | 22,328 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,228,040 | 22,328 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,163,664 | 22,556 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $952,504 | 20,129 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $839,983 | 20,129 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $884,669 | 20,129 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $841,017 | 21,195 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $842,925 | 21,195 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $829,007 | 21,862 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $745,285 | 22,135 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $600,087 | 21,917 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $651,894 | 22,722 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $680,394 | 23,790 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $785,738 | 23,724 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $693,663 | 22,969 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $730,589 | 23,469 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $941,588 | 22,843 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $878,899 | 19,755 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $735,149 | 17,318 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $638,693 | 15,491 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $587,314 | 15,180 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $466,652 | 15,396 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $382,934 | 15,896 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $377,530 | 15,896 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $333,013 | 15,686 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||