Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$626,666
+$49,954 QoQ
Shares Held
10,998
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,309
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, 2026SMITH, MOORE & CO. holds $7,755,636 across 6 Banks - Diversified names. BAC ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,284 | $5,657,571 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
10,998 | $626,666 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
2,636 | $465,781 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,165 | $426,835 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,539 | $367,164 | |
| 6 | C |
Citigroup Inc
|
1,512 | $211,619 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,666 | 10,998 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $576,712 | 11,830 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $719,015 | 13,073 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $706,421 | 13,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $631,154 | 13,338 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $502,637 | 12,045 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $739,370 | 16,823 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $667,377 | 16,819 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $670,084 | 16,849 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $580,517 | 15,309 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $703,298 | 20,888 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $602,414 | 22,002 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $673,010 | 23,458 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $533,189 | 18,643 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $617,058 | 18,631 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $369,617 | 12,239 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,320 | 8,523 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $382,975 | 9,291 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $402,901 | 9,056 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $384,342 | 9,054 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $359,236 | 8,713 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $337,028 | 8,711 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $295,461 | 9,748 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $232,348 | 9,645 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $228,973 | 9,641 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $214,953 | 10,125 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||