Syverson Strege & Co

Position in BAC — Bank Of America Corp /De/

CIK 1682057 WEST DES MOINES, IA

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$732,990

+$100,264 QoQ

Shares Held

12,864

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#2,176

of 3,595 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Syverson Strege & Co holds $7,379,154 across 13 Banks - Diversified names. BAC ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,331	$1,744,996
2	C	Citigroup Inc	7,488	$1,048,020
3	WFC	Wells Fargo & Company/Mn	11,656	$963,251
4	BAC	Bank Of America Corp /De/ This page	12,864	$732,990
5	BNY	Bank of New York Mellon Corp	3,296	$476,634
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,270	$382,666
7	BCS	Barclays PLC	14,059	$377,624
8	SAN	Banco Santander, S.A.	25,391	$350,395

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,990	12,864	-0.9%	Shares	Sole	2026-08-06
2026-03-31	$632,726	12,979	-2.8%	Shares	Sole	2026-05-04
2025-12-31	$734,415	13,353	-4.5%	Shares	Sole	2026-02-09
2025-09-30	$721,073	13,977	-11.1%	Shares	Sole	2025-12-01
2025-06-30	$743,633	15,715	+4577.1%	Shares	Sole	2025-08-04
2023-03-31	$9,609	336	+79.7%	Shares	Sole	2023-05-03
2022-12-31	$6,193	187	0.0%	Shares	Sole	2023-02-07
2022-09-30	$5,647	187	0.0%	Shares	Sole	2022-11-09
2022-06-30	$5,821	187	-57.2%	Shares	Sole	2022-08-11
2022-03-31	$18,013	437	+133.7%	Shares	Sole	2022-04-13
2021-12-31	$8,319	187	-66.5%	Shares	Other	2022-01-19
2021-09-30	$23,687	558	+198.4%	Shares	Sole	2021-11-02
2021-06-30	$7,710	187	0.0%	Shares	Sole	2021-08-04
2021-03-31	$7,235	187	0.0%	Shares	Sole	2021-05-07
2020-12-31	$5,667	187	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.