Family Manage LLC

Position in BAC — Bank Of America Corp /De/

CIK 1539947 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$904,386

+$176,208 QoQ

Shares Held

15,872

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,002

of 3,594 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Family Manage LLC holds $22,794,516 across 5 Banks - Diversified names. BAC ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	54,407	$7,614,803
2	JPM	Jpmorgan Chase & Co	19,674	$6,439,890
3	WFC	Wells Fargo & Company/Mn	49,501	$4,090,762
4	BNY	Bank of New York Mellon Corp	25,895	$3,744,675
5	BAC	Bank Of America Corp /De/ This page	15,872	$904,386

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$904,386	15,872	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$728,178	14,937	+6.4%	Shares	Sole	2026-05-15
2025-12-31	$772,035	14,037	+52.8%	Shares	Sole	2026-02-17
2025-09-30	$474,008	9,188	+45.4%	Shares	Sole	2025-11-13
2025-06-30	$299,015	6,319	-93.8%	Shares	Sole	2025-08-14
2024-09-30	$4,051,208	102,097	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$3,910,822	98,336	+5.6%	Shares	Sole	2024-08-14
2024-03-31	$3,532,665	93,161	+24.9%	Shares	Sole	2024-05-15
2023-12-31	$2,512,152	74,611	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$1,995,235	72,872	+827.6%	Shares	Sole	2023-11-14
2023-03-31	$224,681	7,856	-14.0%	Shares	Sole	2023-05-15
2022-12-31	$302,418	9,131	+34.3%	Shares	Sole	2023-02-14
2022-09-30	$205,269	6,797	-6.0%	Shares	Sole	2022-11-14
2022-06-30	$225,069	7,230	-20.8%	Shares	Sole	2022-08-15
2022-03-31	$376,173	9,126	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$398,763	8,963	0.0%	Shares	Sole	2022-02-14
2021-09-30	$380,479	8,963	-5.3%	Shares	Sole	2021-11-15
2021-06-30	$390,077	9,461	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.