Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,556,692
+$360,017 QoQ
Shares Held
44,870
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,316
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $8,367,292 across 6 Banks - Diversified names. BAC ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,963 | $3,915,848 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
44,870 | $2,556,692 | |
| 3 | TD |
Toronto Dominion Bank
|
8,819 | $1,070,891 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,377 | $343,737 | |
| 5 | C |
Citigroup Inc
|
2,060 | $288,317 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,321 | $191,807 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,556,692 | 44,870 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,196,675 | 45,060 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,444,640 | 44,448 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,281,774 | 44,229 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,113,453 | 44,663 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,843,965 | 44,188 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,903,870 | 43,319 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,728,302 | 43,556 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,720,887 | 43,271 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,635,224 | 43,123 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,520,503 | 45,159 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,272,649 | 46,481 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,292,599 | 45,054 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,164,248 | 40,708 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,258,129 | 37,987 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,111,148 | 36,793 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,144,899 | 36,778 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,534,661 | 37,231 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,633,094 | 36,707 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,520,007 | 35,807 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,458,964 | 35,386 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,355,542 | 35,036 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,054,333 | 34,785 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $844,017 | 35,036 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $976,481 | 41,115 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $886,288 | 41,747 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||