Stone House Investment Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1696497
TUNKHANNOCK, PA
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,538
+$5,597 QoQ
Shares Held
378
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,513
of 3,589 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Stone House Investment Management, LLC holds $590,061 across 19 Banks - Diversified names. BAC ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,354 | $443,204 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
533 | $44,047 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
378 | $21,538 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
203 | $19,303 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
115 | $16,630 | |
| 6 | SAN |
Banco Santander, S.A.
|
872 | $12,033 | |
| 7 | ING |
Ing Groep NV
|
176 | $5,522 | |
| 8 | RY |
Royal Bank Of Canada
|
24 | $4,967 |
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,538 | 378 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,941 | 327 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,875 | 325 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,992 | 310 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,486 | 285 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,809 | 283 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $11,110 | 280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,056 | 278 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,465 | 276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,259 | 275 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,474 | 273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,746 | 270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $36,379 | 1,272 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||