Trilogy Capital Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1722512 IRVINE, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,121,594

+$413,842 QoQ

Shares Held

19,684

+35.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,835

of 3,595 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trilogy Capital Inc. holds $8,497,531 across 5 Banks - Diversified names. BAC ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	30,454	$4,403,952
2	JPM	Jpmorgan Chase & Co	7,052	$2,308,331
3	BAC	Bank Of America Corp /De/ This page	19,684	$1,121,594
4	WFC	Wells Fargo & Company/Mn	4,342	$358,822
5	C	Citigroup Inc	2,178	$304,832

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,121,594	19,684	+35.6%	Shares	Sole	2026-07-06
2026-03-31	$707,752	14,518	+8.9%	Shares	Sole	2026-04-22
2025-12-31	$733,370	13,334	+4.5%	Shares	Sole	2026-01-22
2025-09-30	$658,288	12,760	+4.5%	Shares	Sole	2025-10-24
2025-06-30	$577,540	12,205	+66.4%	Shares	Sole	2025-07-18
2025-03-31	$306,131	7,336	-12.2%	Shares	Sole	2025-05-07
2024-12-31	$367,026	8,351	+1.1%	Shares	Sole	2025-01-27
2024-09-30	$327,677	8,258	-8.4%	Shares	Sole	2024-10-21
2024-06-30	$358,645	9,018	+59.7%	Shares	Sole	2024-07-23
2024-03-31	$214,096	5,646	-23.8%	Shares	Sole	2024-04-17
2023-06-30	$212,564	7,409	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.