Ackerman Capital Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1699506 DALLAS, TX

Position in BAC

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

Position Value

$211,737

-$158,248 QoQ

Shares Held

3,716

-44.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#3,231

of 3,595 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ackerman Capital Advisors, LLC holds $1,528,905 across 3 Banks - Diversified names. BAC ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,398	$1,112,267
2	BAC	Bank Of America Corp /De/ This page	3,716	$211,737
3	C	Citigroup Inc	1,464	$204,901

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,737	3,716	-44.8%	Shares	Sole	2026-07-30
2025-12-31	$369,985	6,727	+0.0%	Shares	Sole	2026-02-11
2025-09-30	$346,994	6,726	0.0%	Shares	Sole	2025-10-22
2025-06-30	$318,274	6,726	-1.4%	Shares	Sole	2025-07-25
2025-03-31	$284,598	6,820	-0.6%	Shares	Sole	2025-05-09
2024-12-31	$301,628	6,863	+0.0%	Shares	Sole	2025-02-04
2024-09-30	$272,284	6,862	0.0%	Shares	Sole	2024-10-24
2024-06-30	$272,901	6,862	-2.1%	Shares	Sole	2024-07-25
2024-03-31	$265,857	7,011	-4.4%	Shares	Sole	2024-04-24
2022-12-31	$242,868	7,333	0.0%	Shares	Sole	2023-01-12
2022-09-30	$221,456	7,333	-0.3%	Shares	Sole	2022-11-09
2022-06-30	$229,054	7,358	0.0%	Shares	Sole	2022-07-22
2022-03-31	$303,296	7,358	+20.2%	Shares	Sole	2022-04-19
2021-12-31	$272,456	6,124	-4.1%	Shares	Sole	2022-02-16
2021-09-30	$270,958	6,383	+2.4%	Shares	Sole	2021-11-03
2021-06-30	$257,110	6,236	-23.0%	Shares	Sole	2021-08-12
2021-03-31	$313,389	8,100	-11.0%	Shares	Sole	2021-04-29
2020-09-30	$219,219	9,100	0.0%	Shares	Sole	2020-11-02
2020-06-30	$216,125	9,100	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.