Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$437,492
+$62,264 QoQ
Shares Held
7,678
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,615
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, 2026ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. BAC ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,682 | $6,115,179 | |
| 2 | C |
Citigroup Inc
|
6,152 | $861,033 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,937 | $858,549 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,808 | $645,253 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
7,678 | $437,492 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,620 | $286,254 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,492 | 7,678 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $375,228 | 7,697 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $560,890 | 10,198 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $549,072 | 10,643 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $735,258 | 15,538 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $719,091 | 17,232 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $849,685 | 19,333 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $781,815 | 19,703 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $817,114 | 20,546 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $773,757 | 20,405 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $683,602 | 20,303 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $625,112 | 22,831 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $660,902 | 23,036 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $672,243 | 23,505 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $698,467 | 21,089 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $751,738 | 24,892 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $773,860 | 24,859 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,044,927 | 25,350 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,225,477 | 27,545 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,211,056 | 28,529 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,206,142 | 29,254 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,151,259 | 29,756 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $922,454 | 30,434 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $695,309 | 28,863 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $651,248 | 27,421 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $947,685 | 44,639 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||