Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,225,751
+$918,121 QoQ
Shares Held
56,612
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,188
of 3,594 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, 2026AVISO WEALTH MANAGEMENT holds $8,486,781 across 4 Banks - Diversified names. BAC ranks #1 (38.0% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225,751 | 56,612 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,307,630 | 47,336 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,844,315 | 33,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,615,437 | 31,313 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,425,609 | 30,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,179,707 | 28,270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,175,618 | 26,749 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $943,669 | 23,782 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $994,568 | 25,008 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,130,167 | 29,804 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $914,376 | 27,157 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||