McAdam, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1695490 Philadelphia, PA

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$969,058

+$251,263 QoQ

Shares Held

17,007

+15.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,953

of 3,594 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McAdam, LLC holds $5,430,380 across 5 Banks - Diversified names. BAC ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,014	$2,623,222
2	BAC	Bank Of America Corp /De/ This page	17,007	$969,058
3	WFC	Wells Fargo & Company/Mn	9,723	$803,508
4	C	Citigroup Inc	4,840	$677,406
5	BNY	Bank of New York Mellon Corp	2,470	$357,186

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$969,058	17,007	+15.5%	Shares	Sole	2026-08-04
2026-03-31	$717,795	14,724	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$789,965	14,363	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$653,180	12,661	+7.4%	Shares	Sole	2025-10-29
2025-06-30	$557,855	11,789	+1.9%	Shares	Sole	2025-07-15
2025-03-31	$482,941	11,573	-18.0%	Shares	Sole	2025-05-21
2024-12-31	$620,222	14,112	+19.2%	Shares	Sole	2025-01-24
2024-09-30	$469,652	11,836	+3.5%	Shares	Sole	2024-10-22
2024-06-30	$454,730	11,434	+2.1%	Shares	Sole	2024-07-24
2024-03-31	$424,552	11,196	+14.0%	Shares	Sole	2024-04-23
2023-12-31	$330,807	9,825	-13.3%	Shares	Sole	2024-02-05
2023-09-30	$310,352	11,335	+9.7%	Shares	Sole	2023-10-31
2023-06-30	$296,453	10,333	-0.1%	Shares	Sole	2023-08-02
2023-03-31	$295,838	10,344	+5.1%	Shares	Sole	2023-04-24
2022-12-31	$438	9,840	-11.2%	Shares	Sole	2023-01-27
2022-09-30	$334,767	11,085	+4.8%	Shares	Sole	2022-10-24
2022-06-30	$329,324	10,579	-5.2%	Shares	Sole	2022-07-15
2022-03-31	$460,138	11,163	+13.4%	Shares	Sole	2022-04-07
2021-12-31	$437,781	9,840	+3.1%	Shares	Sole	2022-01-07
2021-09-30	$405,100	9,543	-1.8%	Shares	Sole	2021-10-05
2021-06-30	$400,838	9,722	+3.8%	Shares	Sole	2021-08-02
2021-03-31	$362,370	9,366	+14.2%	Shares	Sole	2021-04-26
2020-12-31	$248,511	8,199	-13.3%	Shares	Sole	2021-01-12
2020-09-30	$227,722	9,453	+2.7%	Shares	Sole	2020-11-13
2020-06-30	$218,690	9,208	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.