Altman Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1731671 CHICAGO, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,425,068

+$339,641 QoQ

Shares Held

42,560

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,350

of 3,594 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Altman Advisors, Inc. holds $14,842,297 across 5 Banks - Diversified names. BAC ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc	176,171	$3,504,041
2	C	Citigroup Inc	24,473	$3,425,241
3	UBS	UBS Group AG	62,585	$3,101,712
4	BAC	Bank Of America Corp /De/ This page	42,560	$2,425,068
5	JPM	Jpmorgan Chase & Co	7,290	$2,386,235

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,425,068	42,560	-0.5%	Shares	Sole	2026-08-11
2026-03-31	$2,085,427	42,778	-13.6%	Shares	Sole	2026-05-05
2025-12-31	$2,724,425	49,535	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$2,579,809	50,006	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$2,363,492	49,947	+0.3%	Shares	Sole	2025-08-07
2025-03-31	$2,077,945	49,795	+1.9%	Shares	Sole	2025-05-02
2024-12-31	$2,148,715	48,890	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,937,098	48,818	+0.8%	Shares	Sole	2024-11-08
2024-06-30	$1,925,225	48,409	-0.3%	Shares	Sole	2024-08-08
2024-03-31	$1,840,409	48,534	+57.1%	Shares	Sole	2024-05-09
2023-12-31	$1,040,369	30,899	-36.7%	Shares	Sole	2024-02-08
2023-09-30	$1,335,651	48,782	+56.2%	Shares	Sole	2023-11-14
2023-03-31	$893,235	31,232	+21.6%	Shares	Sole	2023-05-09
2022-12-31	$850,952	25,693	-10.8%	Shares	Sole	2023-02-08
2022-09-30	$870,182	28,814	+2.1%	Shares	Sole	2022-11-08
2022-06-30	$878,208	28,211	+4.9%	Shares	Sole	2022-08-08
2022-03-31	$1,109,024	26,905	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.