Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$278,723,138
+$27,979,904 QoQ
Shares Held
4,891,596
-4.9% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#111
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. BAC ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,723,138 | 4,891,596 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $250,743,234 | 5,143,451 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $283,455,480 | 5,153,736 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $236,131,759 | 4,577,084 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $203,253,356 | 4,295,295 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $183,772,198 | 4,403,839 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $193,406,059 | 4,400,593 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $176,608,415 | 4,450,817 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $176,101,000 | 4,427,986 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $167,778,288 | 4,424,533 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $153,720,382 | 4,565,500 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $129,148,335 | 4,716,886 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $145,307,616 | 5,064,748 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $155,863,648 | 5,449,778 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $198,682,042 | 5,998,854 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $194,864,049 | 6,452,452 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $208,372,543 | 6,693,625 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $281,247,149 | 6,823,075 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $310,316,769 | 6,974,978 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $286,036,035 | 6,738,187 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $275,426,127 | 6,680,236 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $253,685,724 | 6,556,881 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $146,716,825 | 4,840,542 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $109,020,112 | 4,525,534 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $101,650,663 | 4,280,028 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $82,461,755 | 3,884,209 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||