Braun-Bostich & Associates Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1740842
CANONSBURG, PA
Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$268,033
+$54,633 QoQ
Shares Held
4,704
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,058
of 3,595 holders
Holding Since
Dec 2021
3 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, 2026Braun-Bostich & Associates Inc. holds $3,170,856 across 10 Banks - Diversified names. BAC ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,581 | $844,838 | |
| 2 | TD |
Toronto Dominion Bank
|
2,791 | $338,911 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,023 | $292,546 | |
| 4 | RY |
Royal Bank Of Canada
|
1,407 | $291,206 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
4,704 | $268,033 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,528 | $240,387 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
2,888 | $238,664 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,308 | $231,123 |
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,033 | 4,704 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $213,400 | 3,880 | Shares | Sole | 2026-01-14 | |
| 2021-12-31 | $230,057 | 5,171 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||