Legacy Bridge, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1689144 WEST DES MOINES, IA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,262

+$1,194 QoQ

Shares Held

145

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,561

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Bridge, LLC holds $8,268,164 across 5 Banks - Diversified names. BAC ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,712	$3,179,028
2	BNY	Bank of New York Mellon Corp	18,908	$2,734,285
3	C	Citigroup Inc	13,064	$1,828,437
4	WFC	Wells Fargo & Company/Mn	6,270	$518,152
5	BAC	Bank Of America Corp /De/ This page	145	$8,262

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,262	145	0.0%	Shares	Sole	2026-08-13
2026-03-31	$7,068	145	-71.6%	Shares	Sole	2026-05-14
2025-12-31	$28,105	511	+182.3%	Shares	Sole	2026-01-23
2025-09-30	$9,337	181	+12.4%	Shares	Sole	2025-11-12
2025-06-30	$7,618	161	+11.0%	Shares	Sole	2025-08-06
2025-03-31	$6,050	145	0.0%	Shares	Sole	2025-05-08
2024-12-31	$6,372	145	0.0%	Shares	Sole	2025-01-22
2024-09-30	$5,753	145	0.0%	Shares	Sole	2024-11-07
2024-06-30	$5,766	145	0.0%	Shares	Sole	2024-08-06
2024-03-31	$5,498	145	0.0%	Shares	Sole	2024-04-25
2023-12-31	$4,882	145	-99.7%	Shares	Sole	2024-01-17
2023-09-30	$1,165,840	42,580	-9.0%	Shares	Sole	2023-10-11
2023-06-30	$1,342,978	46,810	+0.9%	Shares	Sole	2023-07-11
2023-03-31	$1,327,326	46,410	+1.1%	Shares	Sole	2023-04-24
2022-12-31	$1,520,539	45,910	+4.2%	Shares	Sole	2023-01-11
2022-09-30	$1,330,461	44,055	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,371,432	44,055	-0.9%	Shares	Sole	2022-07-21
2022-03-31	$1,832,435	44,455	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,977,802	44,455	-0.1%	Shares	Sole	2022-01-18
2021-09-30	$1,889,237	44,505	+0.4%	Shares	Sole	2021-10-26
2021-06-30	$1,828,344	44,345	+0.8%	Shares	Sole	2021-08-03
2021-03-31	$1,701,586	43,980	+85.5%	Shares	Sole	2021-04-29
2020-12-31	$718,498	23,705	0.0%	Shares	Sole	2021-02-02
2020-09-30	$571,053	23,705	+6.8%	Shares	Sole	2020-10-19
2020-06-30	$527,368	22,205	+0.9%	Shares	Sole	2020-08-04
2020-03-31	$467,272	22,010	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.