Shepherd Financial Partners LLC

Position in BAC — Bank Of America Corp /De/

CIK 1696628 WINCHESTER, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,403,871

+$459,225 QoQ

Shares Held

59,738

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,165

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $19,370,108 across 3 Banks - Diversified names. BAC ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	46,024	$15,065,035
2	BAC	Bank Of America Corp /De/ This page	59,738	$3,403,871
3	C	Citigroup Inc	6,439	$901,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,403,871	59,738	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$2,944,646	60,403	-0.0%	Shares	Sole	2026-05-11
2025-12-31	$3,322,550	60,410	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$3,109,793	60,279	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$2,843,458	60,090	+48.3%	Shares	Sole	2025-08-13
2025-03-31	$1,690,649	40,514	+3.5%	Shares	Sole	2025-04-18
2024-12-31	$1,719,939	39,134	+23.7%	Shares	Sole	2025-01-28
2024-09-30	$1,255,752	31,647	-0.4%	Shares	Sole	2024-10-28
2024-06-30	$1,263,492	31,770	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$1,204,073	31,753	+0.5%	Shares	Sole	2024-04-23
2023-12-31	$1,064,241	31,608	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$858,280	31,347	+9.1%	Shares	Sole	2023-11-08
2023-06-30	$824,206	28,728	+4.0%	Shares	Sole	2023-08-11
2023-03-31	$790,017	27,623	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$914,145	27,601	+3.6%	Shares	Sole	2023-02-14
2022-09-30	$804,226	26,630	+3.8%	Shares	Sole	2022-11-09
2022-06-30	$799,013	25,667	+10.8%	Shares	Sole	2022-08-15
2022-03-31	$954,984	23,168	+14.9%	Shares	Sole	2022-05-13
2021-12-31	$896,962	20,161	-5.2%	Shares	Sole	2022-02-14
2021-09-30	$903,081	21,274	+6.2%	Shares	Sole	2021-11-15
2021-06-30	$826,249	20,040	+17.8%	Shares	Sole	2021-08-16
2021-03-31	$658,310	17,015	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$514,906	16,988	+5.4%	Shares	Sole	2021-02-16
2020-09-30	$388,403	16,123	-27.3%	Shares	Sole	2020-11-16
2020-06-30	$527,036	22,191	-3.6%	Shares	Sole	2020-08-05
2020-03-31	$488,757	23,022	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.