Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$504,842
+$72,917 QoQ
Shares Held
8,860
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,489
of 3,595 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $3,482,991 across 4 Banks - Diversified names. BAC ranks #3 (14.5% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,842 | 8,860 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $431,925 | 8,860 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $487,300 | 8,860 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $457,087 | 8,860 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $419,255 | 8,860 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $327,738 | 11,970 | Shares | Defined | 2023-11-02 | |
| 2023-03-31 | $344,058 | 12,030 | Shares | Defined | 2023-05-10 | |
| 2022-09-30 | $409,965 | 13,575 | Shares | Defined | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||