FISHMAN JAY A LTD/MI

Position in BAC — Bank Of America Corp /De/

CIK 1006407 TROY, MI

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,204,671

+$173,999 QoQ

Shares Held

21,142

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,768

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

FISHMAN JAY A LTD/MI holds $50,588,777 across 3 Banks - Diversified names. BAC ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	150,214	$49,169,548
2	BAC	Bank Of America Corp /De/ This page	21,142	$1,204,671
3	C	Citigroup Inc	1,533	$214,558

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,671	21,142	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,030,672	21,142	0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,162,810	21,142	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,090,715	21,142	-4.5%	Shares	Sole	2025-11-05
2025-06-30	$1,047,759	22,142	0.0%	Shares	Sole	2025-07-22
2025-03-31	$923,985	22,142	0.0%	Shares	Sole	2025-04-22
2024-12-31	$973,140	22,142	0.0%	Shares	Sole	2025-01-29
2024-09-30	$878,594	22,142	-7.7%	Shares	Sole	2024-10-30
2024-06-30	$954,480	24,000	0.0%	Shares	Sole	2024-08-05
2024-03-31	$910,080	24,000	-61.1%	Shares	Sole	2024-04-23
2023-12-31	$2,077,843	61,712	-2.6%	Shares	Sole	2024-01-24
2023-09-30	$1,734,167	63,337	-10.2%	Shares	Sole	2023-11-13
2023-06-30	$2,023,706	70,537	-32.9%	Shares	Sole	2023-08-15
2023-03-31	$3,007,290	105,150	-8.5%	Shares	Sole	2023-05-09
2022-12-31	$3,807,408	114,958	-0.9%	Shares	Sole	2023-02-13
2022-09-30	$3,504,951	116,058	-1.2%	Shares	Sole	2022-10-26
2022-06-30	$3,657,868	117,503	-1.3%	Shares	Sole	2022-08-09
2022-03-31	$4,909,425	119,103	+3.3%	Shares	Sole	2022-05-10
2021-12-31	$5,128,718	115,278	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$4,672,811	110,078	-1.1%	Shares	Sole	2021-11-08
2021-06-30	$4,591,084	111,353	+0.2%	Shares	Sole	2021-08-09
2021-03-31	$4,301,592	111,181	+2.4%	Shares	Sole	2021-05-03
2020-12-31	$3,289,574	108,531	-12.3%	Shares	Sole	2021-02-10
2020-09-30	$2,982,606	123,811	-25.2%	Shares	Sole	2020-11-10
2020-06-30	$3,930,886	165,511	+0.2%	Shares	Sole	2020-08-10
2020-03-31	$3,506,368	165,161	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.