Joel Isaacson & Co., LLC

Position in BAC — Bank Of America Corp /De/

CIK 1599330 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,778,514

+$575,444 QoQ

Shares Held

66,313

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,118

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $35,452,874 across 5 Banks - Diversified names. BAC ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,713	$20,200,516
2	BNY	Bank of New York Mellon Corp	38,835	$5,615,929
3	WFC	Wells Fargo & Company/Mn	58,015	$4,794,359
4	BAC	Bank Of America Corp /De/ This page	66,313	$3,778,514
5	C	Citigroup Inc	7,599	$1,063,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,778,514	66,313	+0.9%	Shares	Sole	2026-08-04
2026-03-31	$3,203,070	65,704	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$3,611,245	65,659	-27.6%	Shares	Sole	2026-01-30
2025-09-30	$4,676,530	90,648	+2.1%	Shares	Sole	2025-10-30
2025-06-30	$4,200,549	88,769	-0.3%	Shares	Sole	2025-07-23
2025-03-31	$3,714,303	89,008	+6.4%	Shares	Sole	2025-04-25
2024-12-31	$3,676,988	83,663	-11.6%	Shares	Sole	2025-01-28
2024-09-30	$3,756,743	94,676	-14.3%	Shares	Sole	2024-10-23
2024-06-30	$4,392,516	110,448	+1.8%	Shares	Sole	2024-07-24
2024-03-31	$4,115,419	108,529	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$3,644,272	108,235	+1.3%	Shares	Sole	2024-02-12
2023-09-30	$2,926,264	106,876	+1.0%	Shares	Sole	2023-10-24
2023-06-30	$3,035,315	105,797	+0.3%	Shares	Sole	2023-07-27
2023-03-31	$3,015,612	105,441	+0.7%	Shares	Sole	2023-04-25
2022-12-31	$3,468,756	104,733	-4.1%	Shares	Sole	2023-01-27
2022-09-30	$3,298,987	109,238	-1.6%	Shares	Sole	2022-10-14
2022-06-30	$3,455,087	110,989	+0.2%	Shares	Sole	2022-07-15
2022-03-31	$4,565,115	110,750	+0.1%	Shares	Sole	2022-04-21
2021-12-31	$4,921,350	110,617	-3.2%	Shares	Sole	2022-01-19
2021-09-30	$4,848,426	114,215	-1.7%	Shares	Sole	2021-10-21
2021-06-30	$4,789,606	116,168	-0.3%	Shares	Sole	2021-07-20
2021-03-31	$4,508,971	116,541	+0.0%	Shares	Sole	2021-04-23
2020-12-31	$3,531,872	116,525	+0.1%	Shares	Sole	2021-01-22
2020-09-30	$2,804,798	116,430	+0.0%	Shares	Sole	2020-10-14
2020-06-30	$2,764,618	116,405	+1.0%	Shares	Sole	2020-07-21
2020-03-31	$2,446,991	115,261	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.