TD Capital Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1483824 MEMPHIS, TN

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$104,672

+$15,362 QoQ

Shares Held

1,837

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,374

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TD Capital Management LLC holds $868,880 across 14 Banks - Diversified names. BAC ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	2,803	$405,341
2	JPM	Jpmorgan Chase & Co	633	$207,199
3	BAC	Bank Of America Corp /De/ This page	1,837	$104,672
4	WFC	Wells Fargo & Company/Mn	534	$44,129
5	C	Citigroup Inc	240	$33,590
6	MUFG	Mitsubishi Ufj Financial Group Inc	1,212	$24,106
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	748	$18,744
8	ING	Ing Groep NV	553	$17,353

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,672	1,837	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$89,310	1,832	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$100,430	1,826	+0.3%	Shares	Sole	2026-02-26
2025-09-30	$93,945	1,821	+0.3%	Shares	Sole	2025-11-24
2025-06-30	$85,885	1,815	+121.1%	Shares	Sole	2025-08-08
2025-03-31	$34,260	821	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$35,907	817	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$32,259	813	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$32,173	809	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$30,373	801	+21.5%	Shares	Sole	2024-05-13
2023-12-31	$22,188	659	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$17,933	655	-18.6%	Shares	Sole	2023-11-09
2023-06-30	$23,095	805	+18.2%	Shares	Sole	2023-08-16
2023-03-31	$19,476	681	+289.1%	Shares	Sole	2023-05-02
2022-12-31	$5,796	175	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.