HORIZON FINANCIAL SERVICES, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1674020 WINSTON SALEM, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$37,834

+$18,139 QoQ

Shares Held

664

+64.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#3,474

of 3,589 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $871,327 across 10 Banks - Diversified names. BAC ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,687	$552,205
2	RY	Royal Bank Of Canada	548	$113,419
3	BNY	Bank of New York Mellon Corp	526	$76,064
4	WFC	Wells Fargo & Company/Mn	547	$45,204
5	BAC	Bank Of America Corp /De/ This page	664	$37,834
6	C	Citigroup Inc	139	$19,454
7	UBS	UBS Group AG	211	$10,457
8	BCS	Barclays PLC	253	$6,795

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,834	664	+64.4%	Shares	Sole	2026-07-20
2026-03-31	$19,695	404	+84.5%	Shares	Sole	2026-04-15
2025-12-31	$12,045	219	-5.6%	Shares	Sole	2026-01-12
2025-09-30	$11,968	232	+197.4%	Shares	Sole	2025-11-12
2025-06-30	$3,690	78	+122.9%	Shares	Sole	2025-08-12
2025-03-31	$1,460	35	+218.2%	Shares	Sole	2025-05-07
2024-09-30	$436	11	0.0%	Shares	Sole	2024-11-13
2024-06-30	$437	11	-99.8%	Shares	Sole	2024-08-15
2022-03-31	$219,331	5,321	+1.2%	Shares	Sole	2022-04-27
2021-12-31	$233,928	5,258	0.0%	Shares	Sole	2022-01-31
2021-09-30	$223,202	5,258	-3.2%	Shares	Sole	2021-10-22
2021-06-30	$223,878	5,430	-8.0%	Shares	Sole	2021-07-22
2021-03-31	$228,271	5,900	-2.0%	Shares	Sole	2021-04-21
2020-12-31	$182,405	6,018	0.0%	Shares	Sole	2021-01-19
2020-09-30	$144,973	6,018	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.