Position in BAC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,909,976
-$229,359 QoQ
Shares Held
39,179
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $11,505,094 across 15 Banks - Diversified names. BAC ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,766 | $7,285,166 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
39,179 | $1,909,976 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
7,000 | $830,410 | |
| 4 | C |
Citigroup Inc
|
6,776 | $768,466 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,535 | $599,861 | |
| 6 | TD |
Toronto Dominion Bank
|
407 | $37,977 | |
| 7 | RY |
Royal Bank Of Canada
|
95 | $15,369 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,317 | $14,855 |
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,909,976 | 39,179 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,139,335 | 38,897 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,966,971 | 38,127 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,840,038 | 38,885 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,622,545 | 38,882 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,697,612 | 38,626 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,461,096 | 36,822 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,444,366 | 36,318 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,386,393 | 36,561 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $1,222,355 | 36,304 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $323,741 | 11,824 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $338,828 | 11,810 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $331,903 | 11,605 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $384,225 | 11,601 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $350,229 | 11,597 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $360,890 | 11,593 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $529,223 | 12,839 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $581,350 | 13,067 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||