COURIER CAPITAL LLC

Position in BAC — Bank Of America Corp /De/

CIK 1015247 BUFFALO, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,848,536

+$2,363,111 QoQ

Shares Held

190,392

+9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#694

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $48,290,559 across 6 Banks - Diversified names. BAC ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	74,868	$24,506,542
2	BAC	Bank Of America Corp /De/ This page	190,392	$10,848,536
3	C	Citigroup Inc	55,977	$7,834,540
4	WFC	Wells Fargo & Company/Mn	31,209	$2,579,111
5	BNY	Bank of New York Mellon Corp	12,661	$1,830,907
6	HSBC	Hsbc Holdings PLC	7,266	$690,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,848,536	190,392	+9.4%	Shares	Sole	2026-07-16
2026-03-31	$8,485,425	174,060	-2.9%	Shares	Sole	2026-04-23
2025-12-31	$9,858,695	179,249	-4.1%	Shares	Sole	2026-01-29
2025-09-30	$9,646,298	186,980	+10.9%	Shares	Sole	2025-10-29
2025-06-30	$7,978,293	168,603	+19.2%	Shares	Sole	2025-07-28
2025-03-31	$5,900,872	141,406	+2.2%	Shares	Sole	2025-04-14
2024-12-31	$6,081,009	138,362	-0.0%	Shares	Sole	2025-01-13
2024-09-30	$5,490,600	138,372	-2.4%	Shares	Sole	2024-10-22
2024-06-30	$5,637,118	141,743	-0.1%	Shares	Sole	2024-07-23
2024-03-31	$5,380,317	141,886	-0.8%	Shares	Sole	2024-04-16
2023-12-31	$4,813,867	142,972	-0.2%	Shares	Sole	2024-01-17
2023-09-30	$3,924,375	143,330	-3.2%	Shares	Sole	2023-10-13
2023-06-30	$4,248,788	148,093	+14.7%	Shares	Sole	2023-07-31
2023-03-31	$3,692,546	129,110	-1.1%	Shares	Sole	2023-05-18
2022-12-31	$4,324,345	130,566	-1.1%	Shares	Sole	2023-01-24
2022-09-30	$3,988,151	132,058	+0.3%	Shares	Sole	2022-10-18
2022-06-30	$4,097,797	131,635	-1.9%	Shares	Sole	2022-07-20
2022-03-31	$5,530,858	134,179	-0.6%	Shares	Sole	2022-05-02
2021-12-31	$6,005,126	134,977	-2.6%	Shares	Sole	2022-01-18
2021-09-30	$5,882,551	138,576	-1.0%	Shares	Sole	2021-10-14
2021-06-30	$5,769,148	139,926	-7.7%	Shares	Sole	2021-07-12
2021-03-31	$5,867,841	151,663	-1.0%	Shares	Sole	2021-04-12
2020-12-31	$4,641,673	153,140	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$3,654,934	151,720	+0.6%	Shares	Sole	2020-11-09
2020-06-30	$3,580,882	150,774	+0.3%	Shares	Sole	2020-07-06
2020-03-31	$3,192,248	150,365	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.