Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$492,990
+$69,694 QoQ
Shares Held
8,652
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,503
of 3,589 holders
Holding Since
Dec 2023
11 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, 2026Traveka Wealth, LLC holds $7,817,034 across 13 Banks - Diversified names. BAC ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,662 | $2,180,672 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
10,132 | $963,451 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,939 | $754,606 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
26,630 | $627,935 | |
| 5 | BAC |
Bank Of America Corp /De/
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|
8,652 | $492,990 | |
| 6 | SAN |
Banco Santander, S.A.
|
35,204 | $485,815 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,650 | $466,916 | |
| 8 | UBS |
UBS Group AG
|
7,500 | $371,700 |
All Filings in BAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,990 | 8,652 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $423,296 | 8,683 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $476,795 | 8,669 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $439,495 | 8,519 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $397,677 | 8,404 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $511,401 | 12,255 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $381,705 | 8,685 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $335,653 | 8,459 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $308,137 | 7,748 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $285,272 | 7,523 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $242,626 | 7,206 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||