Lantz Financial LLC

Position in BAC — Bank Of America Corp /De/

CIK 1766883 NAPERVILLE, IL

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,097,833

+$164,125 QoQ

Shares Held

19,267

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,852

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,542,374 across 4 Banks - Diversified names. BAC ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,068	$2,640,898
2	WFC	Wells Fargo & Company/Mn	14,912	$1,232,327
3	BAC	Bank Of America Corp /De/ This page	19,267	$1,097,833
4	C	Citigroup Inc	4,082	$571,316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,833	19,267	+0.6%	Shares	Sole	2026-07-09
2026-03-31	$933,708	19,153	+0.6%	Shares	Sole	2026-04-09
2025-12-31	$1,046,760	19,032	+1.6%	Shares	Sole	2026-01-14
2025-09-30	$966,280	18,730	+23.3%	Shares	Sole	2025-11-06
2025-06-30	$718,980	15,194	+3.4%	Shares	Sole	2025-07-11
2025-03-31	$613,431	14,700	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$644,438	14,663	+1.8%	Shares	Sole	2025-01-21
2024-09-30	$571,272	14,397	+1.3%	Shares	Sole	2024-10-15
2024-06-30	$565,330	14,215	+1.5%	Shares	Sole	2024-08-07
2024-03-31	$531,221	14,009	+0.7%	Shares	Sole	2024-04-10
2023-12-31	$468,585	13,917	+1.6%	Shares	Sole	2024-01-12
2023-09-30	$375,215	13,704	-1.0%	Shares	Sole	2023-10-20
2023-06-30	$396,983	13,837	+8.5%	Shares	Sole	2023-07-12
2023-03-31	$364,707	12,752	-2.2%	Shares	Sole	2023-04-10
2022-12-31	$432,050	13,045	+5.7%	Shares	Sole	2023-01-23
2022-09-30	$372,819	12,345	-1.2%	Shares	Sole	2022-10-17
2022-06-30	$388,969	12,495	0.0%	Shares	Sole	2022-07-29
2022-03-31	$515,043	12,495	0.0%	Shares	Sole	2022-05-05
2021-12-31	$555,902	12,495	0.0%	Shares	Sole	2022-01-19
2021-09-30	$530,412	12,495	-0.8%	Shares	Sole	2021-10-14
2021-06-30	$519,291	12,595	0.0%	Shares	Sole	2021-07-16
2021-03-31	$487,300	12,595	0.0%	Shares	Sole	2021-04-19
2020-12-31	$381,754	12,595	-1.6%	Shares	Sole	2021-01-19
2020-09-30	$308,231	12,795	-4.8%	Shares	Sole	2020-10-09
2020-06-30	$319,342	13,446	-55.8%	Shares	Sole	2020-07-22
2020-03-31	$646,368	30,446	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.