Grey Ledge Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1660694 GUILFORD, CT

Position in BAC

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

Position Value

$502,107

+$75,009 QoQ

Shares Held

8,812

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,493

of 3,595 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $5,712,371 across 4 Banks - Diversified names. BAC ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,585	$4,119,448
2	C	Citigroup Inc	4,116	$576,075
3	TD	Toronto Dominion Bank	4,239	$514,741
4	BAC	Bank Of America Corp /De/ This page	8,812	$502,107

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,107	8,812	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$427,098	8,761	-3.2%	Shares	Sole	2026-04-21
2025-12-31	$497,695	9,049	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$465,960	9,032	-2.4%	Shares	Sole	2025-10-21
2025-06-30	$437,851	9,253	+3.9%	Shares	Sole	2025-07-15
2025-03-31	$371,480	8,902	+2.7%	Shares	Sole	2025-04-18
2024-12-31	$380,826	8,665	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$340,613	8,584	-2.8%	Shares	Sole	2024-10-25
2024-06-30	$351,129	8,829	+2.9%	Shares	Sole	2024-07-18
2024-03-31	$325,353	8,580	0.0%	Shares	Sole	2024-05-02
2023-12-31	$288,888	8,580	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$234,893	8,579	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$241,225	8,408	+0.0%	Shares	Sole	2023-08-08
2023-03-31	$240,440	8,407	-20.1%	Shares	Sole	2023-05-18
2021-12-31	$468,301	10,526	-31.5%	Shares	Sole	2022-02-11
2021-09-30	$652,541	15,372	-18.1%	Shares	Sole	2021-10-22
2021-06-30	$773,969	18,772	+0.0%	Shares	Sole	2021-07-29
2021-03-31	$726,249	18,771	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.