Position in BAC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,998,114
+$2,273,331 QoQ
Shares Held
87,717
+56.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#990
of 3,595 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,236,602
PutShares
53,597
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fulcrum Asset Management LLP holds $10,457,716 across 4 Banks - Diversified names. BAC ranks #1 (47.8% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,998,114 | 87,717 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,724,783 | 55,893 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,970,220 | 54,004 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,868,610 | 55,604 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,704,290 | 57,149 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $2,236,602 | 53,597 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $1,276,377 | 30,965 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $2,131,916 | 47,919 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $2,034,161 | 47,919 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $1,971,453 | 47,816 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $2,161,765 | 55,874 | Principal | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||