Legacy Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1720969 PLYMOUTH MEETING, PA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,570,652

+$877,565 QoQ

Shares Held

45,115

+29.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,313

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Advisors, LLC holds $9,729,156 across 4 Banks - Diversified names. BAC ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,800	$6,153,804
2	BAC	Bank Of America Corp /De/ This page	45,115	$2,570,652
3	WFC	Wells Fargo & Company/Mn	8,623	$712,604
4	C	Citigroup Inc	2,087	$292,096

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,570,652	45,115	+29.9%	Shares	Sole	2026-07-24
2026-03-31	$1,693,087	34,730	-1.7%	Shares	Sole	2026-05-05
2025-12-31	$1,943,975	35,345	+3.3%	Shares	Sole	2026-01-27
2025-09-30	$1,764,790	34,208	-42.5%	Shares	Sole	2025-11-13
2025-03-31	$2,482,016	59,478	+3.6%	Shares	Sole	2025-04-23
2024-12-31	$2,523,784	57,424	+8.0%	Shares	Sole	2025-02-14
2024-09-30	$2,109,111	53,153	+10.5%	Shares	Sole	2024-11-13
2024-06-30	$1,912,539	48,090	+3.3%	Shares	Sole	2024-07-30
2024-03-31	$1,765,289	46,553	+5.2%	Shares	Sole	2024-04-30
2023-12-31	$1,489,695	44,244	+8.8%	Shares	Sole	2024-02-12
2023-09-30	$1,113,763	40,678	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$1,205,496	42,018	+2.0%	Shares	Sole	2023-07-20
2023-03-31	$1,177,748	41,180	+5.2%	Shares	Sole	2023-05-01
2022-12-31	$1,295,985	39,130	+4.1%	Shares	Sole	2023-02-01
2022-09-30	$1,135,067	37,585	-7.9%	Shares	Sole	2022-11-09
2022-06-30	$1,270,166	40,802	+5.9%	Shares	Sole	2022-07-25
2022-03-31	$1,587,588	38,515	-22.7%	Shares	Sole	2022-05-11
2021-12-31	$2,216,313	49,816	-2.1%	Shares	Sole	2022-02-14
2021-09-30	$2,160,068	50,885	+2.5%	Shares	Sole	2021-10-13
2021-06-30	$2,047,275	49,655	0.0%	Shares	Sole	2021-07-13
2021-03-31	$1,921,151	49,655	0.0%	Shares	Sole	2021-04-12
2020-12-31	$1,505,043	49,655	0.0%	Shares	Sole	2021-01-15
2020-09-30	$1,196,188	49,655	0.0%	Shares	Sole	2020-10-08
2020-06-30	$1,179,306	49,655	-44.6%	Shares	Sole	2020-07-09
2020-03-31	$1,903,821	89,676	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.