Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,770,596
+$353,483 QoQ
Shares Held
31,074
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,538
of 3,589 holders
Holding Since
Sep 2020
24 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. BAC ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,596 | 31,074 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,417,113 | 29,069 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,556,445 | 28,299 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,430,435 | 27,727 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,282,088 | 27,094 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,175,784 | 28,176 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,154,258 | 26,263 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $977,834 | 24,643 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $995,721 | 25,037 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $836,363 | 22,056 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $684,578 | 20,332 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $660,542 | 24,125 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $628,425 | 21,904 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $563,391 | 19,699 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $297,185 | 8,973 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $339,629 | 11,246 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $393,981 | 12,656 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $546,206 | 13,251 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $601,994 | 13,531 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $533,087 | 12,558 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $467,630 | 11,342 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $415,685 | 10,744 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $317,012 | 10,459 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $232,107 | 9,635 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||