MARINO, STRAM & ASSOCIATES LLC

Position in BAC — Bank Of America Corp /De/

CIK 1099762 BRAINTREE, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$757,150

+$96,295 QoQ

Shares Held

13,288

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,150

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MARINO, STRAM & ASSOCIATES LLC holds $11,389,545 across 4 Banks - Diversified names. BAC ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,402	$9,296,826
2	C	Citigroup Inc	6,432	$900,222
3	BAC	Bank Of America Corp /De/ This page	13,288	$757,150
4	WFC	Wells Fargo & Company/Mn	5,268	$435,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,150	13,288	-2.0%	Shares	Defined	2026-07-24
2026-03-31	$660,855	13,556	+0.9%	Shares	Defined	2026-04-29
2025-12-31	$738,980	13,436	-7.3%	Shares	Defined	2026-01-16
2025-09-30	$747,797	14,495	+4.3%	Shares	Defined	2025-11-03
2025-06-30	$657,369	13,892	+0.5%	Shares	Defined	2025-07-18
2025-03-31	$576,792	13,822	+4.7%	Shares	Defined	2025-04-21
2024-12-31	$580,315	13,204	+1.7%	Shares	Defined	2025-01-17
2024-09-30	$515,125	12,982	-0.3%	Shares	Defined	2024-10-21
2024-06-30	$517,924	13,023	-24.0%	Shares	Sole	2024-07-18
2024-03-31	$649,569	17,130	-6.1%	Shares	Sole	2024-04-24
2023-12-31	$613,972	18,235	-3.4%	Shares	Sole	2024-01-30
2023-09-30	$516,797	18,875	-6.1%	Shares	Sole	2023-10-30
2023-06-30	$576,410	20,091	+14.4%	Shares	Sole	2023-07-20
2023-03-31	$502,216	17,560	+4.5%	Shares	Sole	2023-04-20
2022-12-31	$556,416	16,800	-0.5%	Shares	Sole	2023-01-19
2022-09-30	$509,806	16,881	+3.3%	Shares	Sole	2022-10-17
2022-06-30	$508,539	16,336	+10.1%	Shares	Sole	2022-07-15
2022-03-31	$611,828	14,843	+24.1%	Shares	Sole	2022-04-25
2021-12-31	$532,278	11,964	-6.7%	Shares	Sole	2022-01-20
2021-09-30	$544,591	12,829	-68.4%	Shares	Sole	2021-10-14
2021-06-30	$1,672,000	40,553	+220.0%	Shares	Sole	2021-07-22
2021-03-31	$490,240	12,671	+0.2%	Shares	Sole	2021-04-26
2020-12-31	$383,148	12,641	+1.1%	Shares	Sole	2021-01-19
2020-09-30	$301,149	12,501	+23.9%	Shares	Sole	2020-10-22
2020-06-30	$239,566	10,087	-0.4%	Shares	Sole	2020-07-20
2020-03-31	$215,059	10,130	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.