SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in BAC — Bank Of America Corp /De/
CIK 1080576
JACKSON, TN
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,295,382
+$99,390 QoQ
Shares Held
40,284
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,385
of 3,595 holders
Holding Since
Sep 2022
15 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $10,532,791 across 7 Banks - Diversified names. BAC ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,353 | $4,370,837 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
40,284 | $2,295,382 | |
| 3 | C |
Citigroup Inc
|
11,208 | $1,568,671 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,719 | $968,458 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,488 | $649,009 | |
| 6 | RY |
Royal Bank Of Canada
|
1,761 | $364,474 | |
| 7 | TD |
Toronto Dominion Bank
|
2,602 | $315,960 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,382 | 40,284 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,195,992 | 45,046 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,696,155 | 49,021 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,479,673 | 48,065 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,850,874 | 39,114 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,664,401 | 39,885 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,856,535 | 42,242 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $434,297 | 10,945 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $309,450 | 7,781 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $257,780 | 6,798 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $252,053 | 7,486 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $182,350 | 6,660 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $235,602 | 8,212 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $215,412 | 6,504 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $201,132 | 6,660 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||