Hobart Private Capital, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1767062 CHARLOTTE, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$545,582

+$133,695 QoQ

Shares Held

9,575

+13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,431

of 3,594 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hobart Private Capital, LLC holds $1,919,570 across 3 Banks - Diversified names. BAC ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,519	$1,151,873
2	BAC	Bank Of America Corp /De/ This page	9,575	$545,582
3	C	Citigroup Inc	1,587	$222,115

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,582	9,575	+13.3%	Shares	Defined	2026-07-06
2026-03-31	$411,887	8,449	+3.2%	Shares	Defined	2026-04-07
2025-12-31	$450,340	8,188	+8.6%	Shares	Defined	2026-01-27
2025-09-30	$389,090	7,542	+5.3%	Shares	Defined	2025-10-01
2025-06-30	$338,763	7,159	+44.4%	Shares	Defined	2025-07-31
2025-03-31	$206,854	4,957	-15.7%	Shares	Defined	2025-04-01
2022-03-31	$242,249	5,877	-24.2%	Shares	Sole	2024-03-11
2021-12-31	$344,886	7,752	-69.4%	Shares	Sole	2024-03-11
2021-09-30	$1,076,744	25,365	-1.8%	Shares	Sole	2024-03-11
2021-06-30	$1,064,476	25,818	-1.8%	Shares	Sole	2024-03-11
2021-03-31	$1,017,469	26,298	-10.7%	Shares	Sole	2024-03-11
2020-12-31	$892,871	29,458	-6.0%	Shares	Sole	2024-03-11
2020-09-30	$755,269	31,352	+13.6%	Shares	Sole	2024-03-11
2020-06-30	$655,238	27,589	+8.9%	Shares	Sole	2024-03-11
2020-03-31	$538,010	25,342	—	Shares	Sole	2024-03-11
No filing history on record for this holder in this stock.