Ridgewood Investments LLC

Position in BAC — Bank Of America Corp /De/

CIK 1703556 SPRINGFIELD, NJ

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$230,825

+$28,464 QoQ

Shares Held

4,051

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#3,164

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Ridgewood Investments LLC holds $880,799 across 2 Banks - Diversified names. BAC ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	C	Citigroup Inc	4,644	$649,974
2	BAC	Bank Of America Corp /De/ This page	4,051	$230,825

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,825	4,051	-2.4%	Shares	Sole	2026-08-03
2026-03-31	$202,361	4,151	+2.5%	Shares	Sole	2026-04-03
2025-09-30	$208,991	4,051	0.0%	Shares	Sole	2025-10-30
2025-06-30	$191,693	4,051	0.0%	Shares	Sole	2025-07-14
2025-03-31	$169,048	4,051	-1.4%	Shares	Sole	2025-05-07
2024-12-31	$180,502	4,107	-4.3%	Shares	Sole	2025-01-10
2024-09-30	$170,227	4,290	-2.9%	Shares	Sole	2024-10-04
2024-06-30	$175,743	4,419	-7.3%	Shares	Sole	2024-07-29
2023-06-30	$136,822	4,769	-9.2%	Shares	Sole	2023-08-07
2023-03-31	$150,207	5,252	-4.4%	Shares	Sole	2023-04-25
2022-03-31	$226,380	5,492	+6.8%	Shares	Sole	2022-04-11
2021-12-31	$228,767	5,142	0.0%	Shares	Sole	2022-01-18
2021-09-30	$218,277	5,142	0.0%	Shares	Sole	2021-10-20
2021-06-30	$212,004	5,142	-76.8%	Shares	Sole	2021-07-22
2021-03-31	$856,673	22,142	-17.2%	Shares	Sole	2021-04-27
2020-12-31	$810,671	26,746	0.0%	Shares	Sole	2021-01-19
2020-09-30	$644,311	26,746	0.0%	Shares	Sole	2020-10-14
2020-06-30	$635,217	26,746	0.0%	Shares	Sole	2020-08-10
2020-03-31	$567,817	26,746	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.