Roundview Capital LLC

Position in BAC — Bank Of America Corp /De/

CIK 1476804 PRINCETON, NJ

Position in BAC

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

Position Value

$5,062,388

+$732,560 QoQ

Shares Held

88,845

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#982

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $27,803,532 across 6 Banks - Diversified names. BAC ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	65,218	$21,347,807
2	BAC	Bank Of America Corp /De/ This page	88,845	$5,062,388
3	UBS	UBS Group AG	10,022	$496,690
4	BNY	Bank of New York Mellon Corp	3,118	$450,893
5	C	Citigroup Inc	1,730	$242,130
6	WFC	Wells Fargo & Company/Mn	2,464	$203,624

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,062,388	88,845	+0.0%	Shares	Sole	2026-07-30
2026-03-31	$4,329,828	88,817	-0.8%	Shares	Sole	2026-05-08
2025-12-31	$4,925,415	89,553	+4.1%	Shares	Sole	2026-02-09
2025-09-30	$4,436,843	86,002	+1.7%	Shares	Sole	2025-11-12
2025-06-30	$4,002,420	84,582	+3.6%	Shares	Sole	2025-07-23
2025-03-31	$3,408,214	81,673	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$3,608,734	82,110	+1.6%	Shares	Sole	2025-02-12
2024-09-30	$3,207,175	80,826	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$3,209,916	80,712	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$3,040,501	80,182	+1.3%	Shares	Sole	2024-05-06
2023-12-31	$2,663,835	79,116	-22.0%	Shares	Sole	2024-02-12
2023-09-30	$2,778,714	101,487	-28.4%	Shares	Sole	2023-11-13
2023-06-30	$4,067,754	141,783	-3.6%	Shares	Sole	2023-08-09
2023-03-31	$4,204,829	147,022	+2.0%	Shares	Sole	2023-05-09
2022-12-31	$4,773,088	144,115	+3.7%	Shares	Sole	2023-02-13
2022-09-30	$4,198,222	139,014	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$4,286,227	137,688	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$5,596,192	135,764	+1.5%	Shares	Sole	2022-05-17
2021-12-31	$5,950,581	133,751	+2.9%	Shares	Sole	2022-02-10
2021-09-30	$5,518,924	130,010	+1.0%	Shares	Sole	2021-11-10
2021-06-30	$5,305,847	128,689	+2.1%	Shares	Sole	2021-08-10
2021-03-31	$4,876,139	126,031	-0.3%	Shares	Sole	2021-05-14
2020-12-31	$3,831,790	126,420	+6.0%	Shares	Sole	2021-02-08
2020-09-30	$2,873,888	119,298	+1.2%	Shares	Sole	2020-11-05
2020-06-30	$2,798,391	117,827	+74.8%	Shares	Sole	2020-08-13
2020-03-31	$1,430,838	67,397	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.