Sunbelt Securities, Inc.
Broker-DealerPosition in BAC — Bank Of America Corp /De/
CIK 1632932
HOUSTON, TX
Position in BAC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,441,245
-$211,175 QoQ
Shares Held
29,564
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. BAC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,441,245 | 29,564 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,652,420 | 30,044 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,563,692 | 30,310 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,405,971 | 29,712 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,182,962 | 28,348 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,305,842 | 29,712 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,242,222 | 31,306 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,262,777 | 31,752 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,205,514 | 31,791 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,009,628 | 29,986 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,906,442 | 69,629 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,981,618 | 69,070 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,948,718 | 68,137 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,459,565 | 44,069 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,359,906 | 45,030 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $767,572 | 24,657 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,118,257 | 27,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,206,613 | 27,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,562,542 | 36,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,517,635 | 36,809 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,424,836 | 36,827 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $1,180,816 | 38,958 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $876,105 | 36,368 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $827,782 | 34,854 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $904,228 | 42,592 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||