Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$510,311
+$106,711 QoQ
Shares Held
8,956
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,481
of 3,595 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Francis Financial, Inc. holds $2,096,976 across 3 Banks - Diversified names. BAC ranks #2 (24.3% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,311 | 8,956 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $403,600 | 8,279 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $455,620 | 8,284 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $426,648 | 8,270 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $408,040 | 8,623 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $331,251 | 7,938 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $397,219 | 9,038 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||