FORTEM FINANCIAL GROUP, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1766509 PALM DESERT, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,059,714

+$64,044 QoQ

Shares Held

18,598

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,878

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,377,805 across 4 Banks - Diversified names. BAC ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,070	$2,641,553
2	BAC	Bank Of America Corp /De/ This page	18,598	$1,059,714
3	WFC	Wells Fargo & Company/Mn	5,133	$424,191
4	C	Citigroup Inc	1,803	$252,347

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,059,714	18,598	-8.9%	Shares	Sole	2026-07-20
2026-03-31	$995,670	20,424	-51.4%	Shares	Sole	2026-04-16
2025-12-31	$2,310,605	42,011	-3.7%	Shares	Sole	2026-02-04
2025-09-30	$2,249,943	43,612	+3.0%	Shares	Sole	2025-11-04
2025-06-30	$2,003,481	42,339	+70.9%	Shares	Sole	2025-08-12
2025-03-31	$1,033,526	24,767	+40.0%	Shares	Sole	2025-05-01
2024-12-31	$777,255	17,685	+5.4%	Shares	Sole	2025-01-06
2024-09-30	$665,711	16,777	+2.3%	Shares	Sole	2024-11-18
2024-06-30	$652,307	16,402	-2.9%	Shares	Sole	2024-08-02
2024-03-31	$640,317	16,886	+22.0%	Shares	Sole	2024-05-01
2023-12-31	$466,127	13,844	-4.9%	Shares	Sole	2024-02-13
2023-09-30	$398,543	14,556	-9.3%	Shares	Sole	2023-10-10
2023-06-30	$460,331	16,045	+1.1%	Shares	Sole	2023-07-18
2023-03-31	$453,882	15,870	-7.1%	Shares	Sole	2023-04-21
2022-12-31	$566,020	17,090	-7.9%	Shares	Sole	2023-01-17
2022-09-30	$560,119	18,547	-14.8%	Shares	Sole	2022-11-01
2022-06-30	$677,637	21,768	-31.1%	Shares	Sole	2022-07-25
2022-03-31	$1,301,562	31,576	+9.8%	Shares	Sole	2022-04-27
2021-12-31	$1,279,354	28,756	+17.3%	Shares	Sole	2022-01-20
2021-09-30	$1,040,279	24,506	+67.8%	Shares	Sole	2021-10-15
2021-06-30	$601,958	14,600	+23.9%	Shares	Sole	2021-07-14
2021-03-31	$455,806	11,781	+6.0%	Shares	Sole	2021-04-20
2020-12-31	$336,956	11,117	-15.8%	Shares	Sole	2021-01-29
2020-09-30	$318,204	13,209	-69.3%	Shares	Sole	2020-10-15
2020-06-30	$1,021,155	42,996	-12.5%	Shares	Sole	2020-07-14
2020-03-31	$1,043,688	49,161	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.