Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$344,273
+$127,482 QoQ
Shares Held
6,042
+35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,827
of 3,595 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $8,716,464 across 6 Banks - Diversified names. BAC ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,503 | $7,038,576 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,487 | $536,085 | |
| 3 | RY |
Royal Bank Of Canada
|
1,742 | $360,541 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
6,042 | $344,273 | |
| 5 | UBS |
UBS Group AG
|
4,660 | $230,949 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,359 | $206,040 |
All Filings in BAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,273 | 6,042 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $216,791 | 4,447 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $270,655 | 4,921 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $273,684 | 5,305 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,518 | 5,273 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $237,109 | 5,682 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $256,887 | 5,845 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $278,791 | 7,026 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $358,844 | 9,023 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||