Patriot Financial Group Insurance Agency, LLC

Insurance

Position in BAC — Bank Of America Corp /De/

CIK 1694883 Westborough, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,810,482

-$4,105,330 QoQ

Shares Held

31,774

-73.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,525

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

Patriot Financial Group Insurance Agency, LLC holds $21,896,529 across 5 Banks - Diversified names. BAC ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,761	$10,396,328
2	WFC	Wells Fargo & Company/Mn	74,895	$6,189,322
3	BNY	Bank of New York Mellon Corp	20,136	$2,911,866
4	BAC	Bank Of America Corp /De/ This page	31,774	$1,810,482
5	C	Citigroup Inc	4,205	$588,531

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,482	31,774	-73.8%	Shares	Sole	2026-07-16
2026-03-31	$5,915,812	121,350	+251.8%	Shares	Sole	2026-04-22
2025-12-31	$1,897,115	34,493	-40.2%	Shares	Sole	2026-01-26
2025-09-30	$2,975,350	57,673	-10.0%	Shares	Sole	2025-10-08
2025-06-30	$3,031,934	64,073	+9.3%	Shares	Sole	2025-07-21
2025-03-31	$2,446,212	58,620	+5.0%	Shares	Sole	2025-04-14
2024-12-31	$2,452,497	55,802	+1.5%	Shares	Sole	2025-01-22
2024-09-30	$2,181,725	54,983	-2.3%	Shares	Sole	2024-10-24
2024-06-30	$2,238,494	56,286	-1.9%	Shares	Sole	2024-07-26
2024-03-31	$2,174,825	57,353	+2.5%	Shares	Sole	2024-04-30
2023-12-31	$1,883,365	55,936	-0.8%	Shares	Sole	2024-01-19
2023-09-30	$1,543,492	56,373	+3.6%	Shares	Sole	2023-10-19
2023-06-30	$1,560,707	54,399	+20.4%	Shares	Sole	2023-07-17
2023-03-31	$1,292,176	45,181	+40.7%	Shares	Sole	2023-04-20
2022-12-31	$1,063,847	32,121	+0.4%	Shares	Sole	2023-01-17
2022-09-30	$966,490	32,003	+5.3%	Shares	Sole	2022-11-01
2022-06-30	$946,258	30,397	+4.0%	Shares	Sole	2022-07-29
2022-03-31	$1,204,613	29,224	-3.3%	Shares	Sole	2022-05-11
2021-12-31	$1,345,021	30,232	+1.9%	Shares	Sole	2022-01-10
2021-09-30	$1,258,897	29,656	+4.1%	Shares	Sole	2021-11-24
2021-06-30	$1,174,147	28,478	+16.3%	Shares	Sole	2021-07-30
2021-03-31	$947,634	24,493	+21.2%	Shares	Sole	2021-04-29
2020-12-31	$612,352	20,203	+2.4%	Shares	Sole	2021-01-15
2020-09-30	$475,078	19,721	-1.3%	Shares	Sole	2020-10-21
2020-06-30	$474,572	19,982	-1.7%	Shares	Sole	2020-07-10
2020-03-31	$431,457	20,323	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.