Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,185,287
-$893,159 QoQ
Shares Held
196,302
-20.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#683
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, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. BAC ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,185,287 | 196,302 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,078,446 | 247,763 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,846,640 | 160,848 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,664,519 | 148,566 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,478,675 | 136,912 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,235,737 | 125,467 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,630,566 | 128,113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,922,105 | 124,045 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,950,688 | 124,483 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,631,117 | 69,386 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,258,718 | 67,084 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,780,576 | 65,032 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,664,450 | 58,015 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,649,848 | 57,687 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,864,589 | 56,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,674,680 | 55,453 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,777,834 | 57,110 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,346,819 | 56,934 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,438,897 | 54,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,878,736 | 114,929 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,851,534 | 117,670 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,534,816 | 117,209 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,515,081 | 115,971 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,827,828 | 117,386 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,562,055 | 107,876 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,289,485 | 107,842 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||