Allen Capital Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1601384 GRAND ISLAND, NE

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,884,442

+$250,196 QoQ

Shares Held

33,072

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,505

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $14,418,071 across 5 Banks - Diversified names. BAC ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,826	$11,072,264
2	BAC	Bank Of America Corp /De/ This page	33,072	$1,884,442
3	C	Citigroup Inc	5,326	$745,426
4	WFC	Wells Fargo & Company/Mn	6,926	$572,364
5	SAN	Banco Santander, S.A.	10,404	$143,575

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,884,442	33,072	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$1,634,246	33,523	-2.5%	Shares	Sole	2026-05-27
2025-12-31	$1,891,340	34,388	+3.3%	Shares	Sole	2026-02-09
2025-09-30	$1,717,173	33,285	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$1,564,588	33,064	-5.9%	Shares	Sole	2025-08-12
2025-03-31	$1,465,557	35,120	+3.7%	Shares	Sole	2025-05-02
2024-12-31	$1,487,971	33,856	+5.3%	Shares	Sole	2025-01-23
2024-09-30	$1,275,354	32,141	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$1,248,976	31,405	+5.2%	Shares	Sole	2024-08-12
2024-03-31	$1,132,367	29,862	-2.3%	Shares	Sole	2024-04-15
2023-12-31	$1,029,392	30,573	+10.0%	Shares	Sole	2024-01-30
2023-09-30	$761,191	27,801	+2.3%	Shares	Sole	2023-11-01
2023-06-30	$779,650	27,175	+6.2%	Shares	Sole	2023-07-24
2023-03-31	$731,788	25,587	-12.4%	Shares	Sole	2023-04-28
2022-09-30	$882,293	29,215	-0.4%	Shares	Sole	2022-11-09
2022-06-30	$913,198	29,335	+6.1%	Shares	Sole	2022-07-27
2022-03-31	$1,139,238	27,638	-0.4%	Shares	Sole	2022-05-10
2021-12-31	$1,234,819	27,755	+5.0%	Shares	Sole	2022-01-31
2021-09-30	$1,122,462	26,442	+0.4%	Shares	Sole	2021-10-22
2021-06-30	$1,085,462	26,327	+3.5%	Shares	Sole	2021-07-20
2021-03-31	$983,693	25,425	-1.0%	Shares	Sole	2021-04-29
2020-12-31	$778,572	25,687	+1.1%	Shares	Sole	2021-01-19
2020-09-30	$611,934	25,402	+0.0%	Shares	Sole	2020-10-20
2020-06-30	$603,273	25,401	-0.9%	Shares	Sole	2020-08-05
2020-03-31	$544,337	25,640	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.