Samalin Investment Counsel, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1544366
CHAPPAQUA, NY
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,120,166
+$599,588 QoQ
Shares Held
72,309
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#1,085
of 3,589 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Samalin Investment Counsel, LLC holds $9,264,496 across 7 Banks - Diversified names. BAC ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
72,309 | $4,120,166 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,381 | $2,743,352 | |
| 3 | C |
Citigroup Inc
|
5,779 | $808,828 | |
| 4 | ING |
Ing Groep NV
|
17,433 | $547,047 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,722 | $472,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,971 | $377,602 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,104 | $194,635 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,120,166 | 72,309 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,520,578 | 72,217 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,981,285 | 72,387 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,695,546 | 71,633 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,319,423 | 27,883 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,131,592 | 27,117 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,198,472 | 27,269 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,081,399 | 27,253 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,099,043 | 27,635 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,043,748 | 27,525 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $937,103 | 27,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $800,563 | 29,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $815,599 | 28,428 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $979,950 | 34,264 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $953,889 | 28,801 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $924,633 | 30,617 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $967,893 | 31,092 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,367,226 | 33,169 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $1,485,966 | 33,400 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $1,473,354 | 34,708 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $1,451,378 | 35,202 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $1,433,812 | 37,059 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,097,282 | 36,202 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $1,078,292 | 44,761 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $971,398 | 40,901 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,058,549 | 49,861 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||