Phoenix Financial Ltd.

Position in BAC — Bank Of America Corp /De/

CIK 1679543 Givatayim, L3

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,001,589

+$449,745 QoQ

Shares Held

105,328

-7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#912

of 3,594 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Phoenix Financial Ltd. holds $138,106,726 across 4 Banks - Diversified names. BAC ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	1,311,131	$108,351,865
2	JPM	Jpmorgan Chase & Co	46,994	$15,382,545
3	C	Citigroup Inc	59,808	$8,370,727
4	BAC	Bank Of America Corp /De/ This page	105,328	$6,001,589

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,001,589	105,328	-7.5%	Shares	Sole	2026-08-11
2026-03-31	$5,551,844	113,884	-49.8%	Shares	Sole	2026-05-11
2025-12-31	$12,474,770	226,814	-16.5%	Shares	Sole	2026-02-05
2025-09-30	$14,019,994	271,758	-5.8%	Shares	Sole	2025-11-13
2025-06-30	$13,644,343	288,342	-11.6%	Shares	Sole	2025-07-30
2025-03-31	$13,610,781	326,163	-28.0%	Shares	Sole	2025-05-07
2024-12-31	$19,911,195	453,042	+10.4%	Shares	Sole	2025-02-13
2024-09-30	$16,281,020	410,308	+9.7%	Shares	Sole	2024-11-05
2024-06-30	$14,878,035	374,102	+62.8%	Shares	Sole	2024-08-12
2024-03-31	$8,712,309	229,755	-90.0%	Shares	Defined	2024-05-15
2023-12-31	$77,648,339	2,306,158	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$63,805,913	2,330,384	+9536.1%	Shares	Sole	2023-12-04
2023-03-31	$691,661	24,184	-79.2%	Shares	Sole	2023-05-11
2022-12-31	$3,848,410	116,196	-5.3%	Shares	Sole	2023-02-13
2022-09-30	$3,704,241	122,657	-14.5%	Shares	Sole	2022-11-10
2022-06-30	$4,464,819	143,425	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$5,782,341	140,280	+101.2%	Shares	Sole	2022-05-10
2021-12-31	$3,102,065	69,725	+14.8%	Shares	Defined	2022-02-07
2021-09-30	$2,577,776	60,725	-19.1%	Shares	Defined	2021-10-27
2021-06-30	$3,096,373	75,100	-12.0%	Shares	Defined	2021-08-10
2021-03-31	$3,300,102	85,296	+14.9%	Shares	Defined	2021-05-10
2020-12-31	$2,249,880	74,229	-46.8%	Shares	Defined	2021-02-11
2020-06-30	$3,313,718	139,525	+55.7%	Shares	Defined	2020-08-10
2020-03-31	$1,902,016	89,591	—	Shares	Defined	2020-05-20
No filing history on record for this holder in this stock.