Black Diamond Financial, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1759236 TOWSON, MD

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,516,237

+$172,882 QoQ

Shares Held

26,610

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,632

of 3,594 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Black Diamond Financial, LLC holds $5,214,762 across 4 Banks - Diversified names. BAC ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,300	$3,044,169
2	BAC	Bank Of America Corp /De/ This page	26,610	$1,516,237
3	WFC	Wells Fargo & Company/Mn	4,116	$340,146
4	C	Citigroup Inc	2,245	$314,210

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,516,237	26,610	-3.4%	Shares	Sole	2026-08-04
2026-03-31	$1,343,355	27,556	+2.5%	Shares	Sole	2026-05-05
2025-12-31	$1,478,125	26,875	+3.0%	Shares	Sole	2026-02-03
2025-09-30	$1,346,241	26,095	+6.3%	Shares	Sole	2025-11-05
2025-06-30	$1,162,084	24,558	-2.0%	Shares	Sole	2025-07-30
2025-03-31	$1,045,378	25,051	-0.4%	Shares	Sole	2025-04-30
2024-12-31	$1,105,034	25,143	+0.0%	Shares	Sole	2025-02-04
2024-09-30	$997,356	25,135	+9.1%	Shares	Sole	2024-11-06
2024-06-30	$915,982	23,032	+6.5%	Shares	Sole	2024-08-09
2024-03-31	$820,399	21,635	0.0%	Shares	Sole	2024-05-06
2023-12-31	$728,450	21,635	+0.0%	Shares	Sole	2024-02-12
2023-09-30	$592,284	21,632	-7.1%	Shares	Sole	2023-11-03
2023-06-30	$667,759	23,275	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$665,236	23,260	+9.1%	Shares	Sole	2023-05-11
2022-12-31	$706,052	21,318	0.0%	Shares	Sole	2023-02-06
2022-09-30	$643,803	21,318	-1.6%	Shares	Sole	2022-11-09
2022-06-30	$674,089	21,654	-15.4%	Shares	Sole	2022-07-27
2022-03-31	$1,055,355	25,603	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.