SevenBridge Financial Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1673954
HARRISBURG, PA
Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,280,224
+$370,678 QoQ
Shares Held
57,568
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,185
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $16,663,357 across 3 Banks - Diversified names. BAC ranks #2 (19.7% of the industry book) .
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,280,224 | 57,568 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,909,546 | 59,683 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,515,270 | 63,914 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,405,146 | 66,004 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,781,435 | 79,912 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $4,088,204 | 97,968 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,875,939 | 133,696 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,517,900 | 139,060 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,396,152 | 135,684 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,179,037 | 136,578 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,784,776 | 142,108 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,893,299 | 142,195 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,484,992 | 156,326 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,513,909 | 157,829 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,228,356 | 157,861 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,341,793 | 143,768 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,484,992 | 144,073 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $5,787,576 | 140,407 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $6,529,574 | 146,765 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,238,112 | 146,952 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $6,001,273 | 145,556 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,464,614 | 141,241 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $4,252,432 | 140,298 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,351,328 | 139,117 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,303,910 | 139,112 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,882,078 | 135,755 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||