Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$159,128,786
+$17,340,534 QoQ
Shares Held
2,792,713
-4.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#179
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 2%
None 56%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $1,959,123,071 across 18 Banks - Diversified names. BAC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,121,918 | $1,021,897,417 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,436,079 | $352,281,382 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,071,716 | $253,846,609 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
2,792,713 | $159,128,786 | |
| 5 | C |
Citigroup Inc
|
803,519 | $112,460,518 | |
| 6 | RY |
Royal Bank Of Canada
|
86,666 | $17,937,260 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
87,439 | $8,314,574 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
415,183 | $8,257,988 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,128,786 | 2,792,713 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $141,788,252 | 2,908,477 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $158,757,280 | 2,886,496 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $147,878,349 | 2,866,415 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $136,140,065 | 2,877,009 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $125,856,009 | 3,015,960 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $137,213,877 | 3,122,045 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $123,585,343 | 3,114,550 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $127,751,897 | 3,212,268 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $126,128,289 | 3,326,168 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $116,618,905 | 3,463,585 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $107,961,337 | 3,943,073 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $111,430,782 | 3,883,959 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $119,383,149 | 4,174,236 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $142,162,729 | 4,292,353 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $169,310,924 | 5,606,322 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $175,796,525 | 5,647,174 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $235,051,648 | 5,702,369 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $260,450,242 | 5,854,130 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $243,082,452 | 5,726,324 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $235,434,678 | 5,710,276 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $218,651,000 | 5,651,357 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $174,711,566 | 5,764,156 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $127,923,534 | 5,310,234 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $138,656,227 | 5,838,157 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $117,963,558 | 5,556,456 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||