Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,874,584
+$412,514 QoQ
Shares Held
50,449
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,243
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $18,218,327 across 6 Banks - Diversified names. BAC ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,718 | $11,036,912 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
50,449 | $2,874,584 | |
| 3 | C |
Citigroup Inc
|
14,765 | $2,066,509 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,671 | $1,460,331 | |
| 5 | RY |
Royal Bank Of Canada
|
2,790 | $577,446 | |
| 6 | TD |
Toronto Dominion Bank
|
1,668 | $202,545 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,874,584 | 50,449 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,462,070 | 50,504 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,710,620 | 49,284 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,483,387 | 48,137 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,287,448 | 48,340 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,010,342 | 48,175 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,088,811 | 47,527 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,926,781 | 48,558 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,931,151 | 48,558 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,822,169 | 48,053 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,601,446 | 47,563 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,311,036 | 47,883 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,339,851 | 46,701 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,300,871 | 45,485 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,465,460 | 44,247 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,320,102 | 43,712 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,360,754 | 43,712 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,817,554 | 44,094 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,970,195 | 44,284 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,885,968 | 44,428 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,751,409 | 42,479 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,621,652 | 41,914 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,147,960 | 37,874 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $905,687 | 37,596 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,004,268 | 42,285 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $693,796 | 32,680 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||