FORA Capital, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1742435 MIAMI, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,382,953

+$8,119,305 QoQ

Shares Held

164,671

+535.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#747

of 3,594 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FORA Capital, LLC holds $15,058,068 across 4 Banks - Diversified names. BAC ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	164,671	$9,382,953
2	JPM	Jpmorgan Chase & Co	8,849	$2,896,543
3	C	Citigroup Inc	15,946	$2,231,802
4	BNY	Bank of New York Mellon Corp	3,781	$546,770

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,382,953	164,671	+535.3%	Shares	Sole	2026-08-13
2026-03-31	$1,263,648	25,921	-51.4%	Shares	Sole	2026-05-15
2025-09-30	$2,752,842	53,360	-26.9%	Shares	Sole	2025-11-13
2022-06-30	$2,271,774	72,977	+25.0%	Shares	Sole	2022-08-11
2020-12-31	$1,769,740	58,388	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.