Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$27,312,109
+$4,109,986 QoQ
Shares Held
479,328
+0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#441
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $195,701,864 across 11 Banks - Diversified names. BAC ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
438,978 | $143,690,668 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
479,328 | $27,312,109 | |
| 3 | C |
Citigroup Inc
|
82,265 | $11,513,809 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
81,205 | $6,710,781 | |
| 5 | RY |
Royal Bank Of Canada
|
9,539 | $1,974,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,235 | $1,752,025 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,888 | $1,574,513 | |
| 8 | UBS |
UBS Group AG
|
12,502 | $619,599 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,312,109 | 479,328 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $23,202,123 | 475,941 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $26,267,065 | 477,583 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $26,139,466 | 506,677 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $25,216,686 | 532,897 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $22,528,190 | 539,856 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $28,155,512 | 640,626 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $26,648,016 | 671,573 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $27,551,224 | 692,764 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $23,956,642 | 631,768 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $21,686,745 | 644,097 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $19,916,650 | 727,416 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,037,897 | 802,994 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,790,511 | 761,906 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,638,688 | 774,115 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,877,672 | 823,764 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $32,743,125 | 1,051,819 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $43,749,259 | 1,061,360 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $46,407,296 | 1,043,095 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $42,718,029 | 1,006,314 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $41,826,927 | 1,014,478 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $36,554,195 | 944,797 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,088,490 | 761,745 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $20,939,582 | 869,223 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,528,502 | 864,358 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $17,728,493 | 835,068 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||