SONATA CAPITAL GROUP INC

Position in BAC — Bank Of America Corp /De/

CIK 1172036 SEATTLE, WA

Position in BAC

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

Position Value

$404,558

+$58,433 QoQ

Shares Held

7,100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,686

of 3,595 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SONATA CAPITAL GROUP INC holds $4,684,435 across 4 Banks - Diversified names. BAC ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,510	$3,767,568
2	BAC	Bank Of America Corp /De/ This page	7,100	$404,558
3	WFC	Wells Fargo & Company/Mn	3,415	$282,215
4	C	Citigroup Inc	1,644	$230,094

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,558	7,100	0.0%	Shares	Sole	2026-07-24
2026-03-31	$346,125	7,100	0.0%	Shares	Sole	2026-04-30
2025-12-31	$390,500	7,100	0.0%	Shares	Sole	2026-01-26
2025-09-30	$366,289	7,100	0.0%	Shares	Sole	2025-11-12
2025-06-30	$335,972	7,100	-18.4%	Shares	Sole	2025-07-30
2025-03-31	$363,051	8,700	0.0%	Shares	Sole	2025-04-29
2024-12-31	$382,365	8,700	-6.5%	Shares	Sole	2025-01-29
2024-09-30	$369,024	9,300	-3.1%	Shares	Sole	2024-11-01
2024-06-30	$381,792	9,600	0.0%	Shares	Sole	2024-07-29
2024-03-31	$364,032	9,600	0.0%	Shares	Sole	2024-04-30
2023-12-31	$323,232	9,600	-6.8%	Shares	Sole	2024-02-07
2023-09-30	$282,014	10,300	-19.5%	Shares	Sole	2023-11-07
2023-06-30	$367,232	12,800	-2.6%	Shares	Sole	2023-08-04
2023-03-31	$375,918	13,144	+36.3%	Shares	Sole	2023-05-08
2022-12-31	$319,409	9,644	0.0%	Shares	Sole	2023-02-08
2022-09-30	$291,248	9,644	-4.9%	Shares	Sole	2022-10-25
2022-06-30	$315,782	10,144	0.0%	Shares	Sole	2022-08-03
2022-03-31	$418,135	10,144	-4.7%	Shares	Sole	2022-04-22
2021-12-31	$473,551	10,644	0.0%	Shares	Sole	2022-02-11
2021-09-30	$451,837	10,644	0.0%	Shares	Sole	2021-11-08
2021-06-30	$438,852	10,644	0.0%	Shares	Sole	2021-08-05
2021-03-31	$411,816	10,644	0.0%	Shares	Sole	2021-05-03
2020-12-31	$322,619	10,644	0.0%	Shares	Sole	2021-01-29
2020-09-30	$256,413	10,644	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.