Position in BAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,104,669
+$423,956 QoQ
Shares Held
54,487
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,209
of 3,594 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, 2026CENTAURUS FINANCIAL, INC. holds $25,599,712 across 7 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,446 | $16,185,159 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,027 | $3,142,551 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
54,487 | $3,104,669 | |
| 4 | C |
Citigroup Inc
|
10,351 | $1,448,725 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,786 | $981,323 | |
| 6 | RY |
Royal Bank Of Canada
|
2,207 | $456,782 | |
| 7 | TD |
Toronto Dominion Bank
|
2,310 | $280,503 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,104,669 | 54,487 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,680,713 | 54,989 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,091,935 | 56,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,162,673 | 61,304 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $2,574,539 | 54,407 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $2,342,388 | 56,132 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,464,540 | 56,076 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $2,474,643 | 62,365 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,836,976 | 46,190 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $1,544,898 | 40,741 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,256,126 | 37,307 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,076,937 | 39,333 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,027,388 | 35,810 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,501,098 | 87,451 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $2,748,827 | 82,996 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,065,861 | 68,406 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $2,911,900 | 93,540 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,482,636 | 84,489 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,995,289 | 67,325 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,989,164 | 46,859 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,928,656 | 46,778 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,477,243 | 64,028 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,944,083 | 64,140 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,294,813 | 95,260 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,928,618 | 81,205 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,664,580 | 78,407 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||