First Affirmative Financial Network
Position in BAC — Bank Of America Corp /De/
CIK 1656282
COLORADO SPRINGS, CO
Position in BAC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$422,028
-$145,255 QoQ
Shares Held
8,657
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026First Affirmative Financial Network holds $5,266,042 across 12 Banks - Diversified names. BAC ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,521 | $741,577 | |
| 2 | ING |
Ing Groep NV
|
27,495 | $716,244 | |
| 3 | BNS |
Bank Of Nova Scotia
|
9,039 | $626,493 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
6,335 | $522,574 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,402 | $463,567 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
8,657 | $422,028 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
20,279 | $400,510 | |
| 8 | TD |
Toronto Dominion Bank
|
3,394 | $316,694 |
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,028 | 8,657 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $567,283 | 10,996 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $542,050 | 11,455 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $494,250 | 11,844 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $515,269 | 11,724 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $460,089 | 11,595 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $358,447 | 9,013 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $329,790 | 8,697 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $297,070 | 8,823 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $244,859 | 8,943 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $232,618 | 8,108 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $241,577 | 7,294 | Shares | Sole | 2023-01-23 | |
| 2021-09-30 | $228,678 | 5,387 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||