MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1607355
GLASTONBURY, CT
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,116
+$7,094 QoQ
Shares Held
862
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,453
of 3,589 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $144,288 across 2 Banks - Diversified names. BAC ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
680 | $95,172 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
862 | $49,116 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,116 | 862 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,022 | 862 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $99,110 | 1,802 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,470 | 862 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,906 | 949 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $35,971 | 862 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $37,884 | 862 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $34,204 | 862 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,281 | 862 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,687 | 862 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $35,757 | 1,062 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,476 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $104,546 | 3,644 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $28,600 | 1,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,056 | 1,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $39,260 | 1,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $45,605 | 1,465 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $60,387 | 1,465 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $42,932 | 965 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,960 | 800 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $32,984 | 800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $862,167 | 22,284 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $121 | 4 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $4,750 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $91,501 | 4,310 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||