Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,114,350
+$1,429,458 QoQ
Shares Held
142,407
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#791
of 3,589 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $73,619,644 across 17 Banks - Diversified names. BAC ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
159,525 | $52,217,318 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
142,407 | $8,114,350 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
67,238 | $5,556,548 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
23,287 | $3,367,533 | |
| 5 | C |
Citigroup Inc
|
20,103 | $2,813,615 | |
| 6 | RY |
Royal Bank Of Canada
|
1,250 | $258,712 | |
| 7 | UBS |
UBS Group AG
|
3,814 | $189,021 | |
| 8 | BCS |
Barclays PLC
|
6,626 | $177,974 |
All Filings in BAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,114,350 | 142,407 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,684,892 | 137,126 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,282,825 | 132,415 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,957,014 | 134,852 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,339,980 | 133,981 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,419,057 | 129,860 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $5,745,935 | 130,738 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,177,803 | 130,489 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,316,413 | 133,679 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,997,969 | 131,803 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $4,481,948 | 133,114 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||