Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$668,660
+$123,880 QoQ
Shares Held
11,735
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,254
of 3,589 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,481,347 across 10 Banks - Diversified names. BAC ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,352 | $3,715,850 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
22,008 | $3,182,576 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,711 | $802,517 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
11,735 | $668,660 | |
| 5 | TD |
Toronto Dominion Bank
|
250 | $30,357 | |
| 6 | C |
Citigroup Inc
|
190 | $26,592 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
200 | $19,018 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146 | $16,790 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,660 | 11,735 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $544,780 | 11,175 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $607,310 | 11,042 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,197 | 10,916 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $520,851 | 11,007 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $393,310 | 9,568 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $381,705 | 8,685 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $344,184 | 8,674 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $452,145 | 11,369 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $380,451 | 10,033 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $332,188 | 9,866 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $236,262 | 8,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $262,800 | 9,160 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $272,214 | 9,518 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $320,502 | 9,677 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $293,453 | 9,717 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $351,270 | 11,284 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $465,044 | 11,282 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $498,777 | 11,211 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $436,937 | 10,293 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $449,448 | 10,901 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $361,712 | 9,349 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $281,428 | 9,285 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $233,191 | 9,680 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $249,280 | 10,496 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $262,020 | 12,342 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||