Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$452,877
+$108,069 QoQ
Shares Held
7,948
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#2,598
of 3,595 holders
Holding Since
Jun 2025
5 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, 2026Optivise Advisory Services LLC holds $2,748,437 across 5 Banks - Diversified names. BAC ranks #2 (16.5% of the industry book) .
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,877 | 7,948 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $344,808 | 7,073 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $430,320 | 7,824 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $310,984 | 6,028 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $211,520 | 4,470 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||