Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,509,055
+$496,833 QoQ
Shares Held
79,134
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,035
of 3,595 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. BAC ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,509,055 | 79,134 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,012,222 | 82,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,832,600 | 33,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,596,091 | 30,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,387,895 | 29,330 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,250,439 | 29,965 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,284,658 | 29,230 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,090,684 | 27,487 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,056,450 | 26,564 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,028,769 | 27,130 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $740,470 | 21,992 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $460,778 | 16,829 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $456,974 | 15,928 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $564,421 | 19,735 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $601,856 | 18,172 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $484,981 | 16,059 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $499,916 | 16,059 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $598,924 | 13,462 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,143,082 | 74,042 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,358,884 | 81,467 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,143,833 | 81,257 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||