Madrona Financial Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1578370 EVERETT, WA

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$362,278

+$55,690 QoQ

Shares Held

6,358

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,779

of 3,595 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Madrona Financial Services, LLC holds $1,406,870 across 4 Banks - Diversified names. BAC ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,506	$492,958
2	BAC	Bank Of America Corp /De/ This page	6,358	$362,278
3	WFC	Wells Fargo & Company/Mn	3,892	$321,634
4	CM	Canadian Imperial Bank Of Commerce /Can/	2,000	$230,000

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,278	6,358	+1.1%	Shares	Sole	2026-07-17
2026-03-31	$306,588	6,289	-1.3%	Shares	Sole	2026-04-14
2025-12-31	$350,295	6,369	-2.4%	Shares	Sole	2026-01-22
2025-09-30	$336,727	6,527	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$306,018	6,467	+14.6%	Shares	Sole	2025-07-18
2025-03-31	$235,565	5,645	-3.5%	Shares	Sole	2025-04-23
2024-12-31	$256,975	5,847	-9.9%	Shares	Sole	2025-01-17
2024-09-30	$257,602	6,492	-0.7%	Shares	Sole	2024-10-17
2024-06-30	$260,016	6,538	+1.2%	Shares	Sole	2024-07-19
2024-03-31	$245,076	6,463	+5.3%	Shares	Sole	2024-04-19
2023-12-31	$206,565	6,135	-2.0%	Shares	Sole	2024-01-25
2022-03-31	$258,119	6,262	+0.0%	Shares	Sole	2022-04-20
2021-12-31	$278,507	6,260	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.