Position in BAC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$85,055,755
+$21,311,377 QoQ
Shares Held
1,492,730
+14.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#266
of 3,605 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. BAC ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,055,755 | 1,492,730 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $63,744,378 | 1,307,577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $77,310,585 | 1,405,647 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $65,000,201 | 1,259,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,831,475 | 1,074,207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,682,915 | 1,094,726 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,121,502 | 1,140,421 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $22,556,610 | 669,932 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $19,019,845 | 694,662 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $22,262,894 | 775,981 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,818,253 | 762,876 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $24,542,251 | 741,010 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,623,726 | 749,130 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,741,647 | 730,538 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $30,229,799 | 733,377 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $31,962,283 | 718,415 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $27,401,050 | 645,490 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $24,606,558 | 596,812 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $22,116,867 | 571,643 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $12,054,984 | 397,723 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,395,750 | 431,538 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $9,181,132 | 386,574 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,778,498 | 413,495 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||