Ballast, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1730477 Lexington, KY

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$847,577

+$409,754 QoQ

Shares Held

14,875

+65.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,052

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballast, Inc. holds $7,055,441 across 4 Banks - Diversified names. BAC ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,817	$5,177,378
2	BAC	Bank Of America Corp /De/ This page	14,875	$847,577
3	C	Citigroup Inc	4,822	$674,887
4	WFC	Wells Fargo & Company/Mn	4,303	$355,599

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,577	14,875	+65.6%	Shares	Sole	2026-07-10
2026-03-31	$437,823	8,981	0.0%	Shares	Sole	2026-05-15
2025-12-31	$493,955	8,981	+4.9%	Shares	Sole	2026-02-03
2025-09-30	$441,713	8,562	0.0%	Shares	Sole	2025-11-07
2025-06-30	$405,153	8,562	-79.0%	Shares	Sole	2025-11-07
2025-03-31	$1,701,916	40,784	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$1,791,182	40,755	-7.5%	Shares	Sole	2025-01-16
2024-09-30	$1,748,657	44,069	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,755,089	44,131	-0.1%	Shares	Sole	2024-07-15
2024-03-31	$1,675,950	44,197	+2.5%	Shares	Sole	2024-05-06
2023-12-31	$1,451,311	43,104	+3.3%	Shares	Sole	2024-01-18
2023-09-30	$1,142,375	41,723	+11.0%	Shares	Sole	2023-10-18
2023-06-30	$1,078,485	37,591	+9.2%	Shares	Sole	2023-07-19
2023-03-31	$984,497	34,423	+3.3%	Shares	Sole	2023-04-19
2022-12-31	$1,103,326	33,313	+2.1%	Shares	Sole	2023-01-26
2022-09-30	$984,942	32,614	+2.0%	Shares	Sole	2022-10-18
2022-06-30	$994,914	31,960	+15.9%	Shares	Sole	2022-07-14
2022-03-31	$1,136,188	27,564	+14.0%	Shares	Sole	2022-04-18
2021-12-31	$1,075,278	24,169	+2.1%	Shares	Sole	2022-01-18
2021-09-30	$1,004,876	23,672	+10.8%	Shares	Sole	2021-11-12
2021-06-30	$880,672	21,360	+19.7%	Shares	Sole	2021-08-04
2021-03-31	$690,384	17,844	+20.4%	Shares	Sole	2021-05-05
2020-12-31	$449,285	14,823	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.