Costello Asset Management, INC

Position in BAC — Bank Of America Corp /De/

CIK 1760145 FEASTERVILLE, PA

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,615

+$667 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,570

of 3,589 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $3,232,576 across 6 Banks - Diversified names. BAC ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,700	$2,847,771
2	TD	Toronto Dominion Bank	2,100	$255,003
3	RY	Royal Bank Of Canada	400	$82,788
4	WFC	Wells Fargo & Company/Mn	398	$32,890
5	HSBC	Hsbc Holdings PLC	100	$9,509
6	BAC	Bank Of America Corp /De/ This page	81	$4,615

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,615	81	0.0%	Shares	Sole	2026-07-28
2026-03-31	$3,948	81	0.0%	Shares	Sole	2026-04-30
2025-12-31	$4,455	81	-55.2%	Shares	Sole	2026-02-03
2025-09-30	$9,337	181	-57.4%	Shares	Sole	2025-11-06
2025-06-30	$20,111	425	0.0%	Shares	Sole	2025-07-24
2025-03-31	$17,735	425	+424.7%	Shares	Sole	2025-05-09
2024-12-31	$3,559	81	0.0%	Shares	Sole	2025-01-24
2024-09-30	$3,214	81	-97.1%	Shares	Sole	2024-11-01
2024-03-31	$107,654	2,839	0.0%	Shares	Sole	2024-04-24
2023-12-31	$95,589	2,839	0.0%	Shares	Sole	2024-01-29
2023-09-30	$77,731	2,839	0.0%	Shares	Sole	2023-11-08
2023-06-30	$81,450	2,839	0.0%	Shares	Sole	2023-07-28
2023-03-31	$81,195	2,839	0.0%	Shares	Sole	2023-05-05
2022-12-31	$94,027	2,839	+0.7%	Shares	Sole	2023-02-02
2022-09-30	$85,133	2,819	0.0%	Shares	Sole	2022-11-03
2022-06-30	$87,755	2,819	-2.8%	Shares	Sole	2022-07-22
2022-03-31	$119,579	2,901	-24.1%	Shares	Sole	2022-04-26
2021-12-31	$170,129	3,824	+2.7%	Shares	Sole	2022-01-28
2021-09-30	$158,083	3,724	+0.4%	Shares	Sole	2021-10-29
2021-06-30	$153,004	3,711	+0.3%	Shares	Sole	2021-08-05
2021-03-31	$143,114	3,699	+0.4%	Shares	Sole	2021-05-03
2020-12-31	$111,722	3,686	+35.5%	Shares	Sole	2021-02-05
2020-09-30	$65,524	2,720	+0.7%	Shares	Sole	2020-11-04
2020-06-30	$64,125	2,700	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.