Princeton Global Asset Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 1767349
PRINCETON, NJ
Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,542,727
+$1,138,196 QoQ
Shares Held
132,375
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#821
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Princeton Global Asset Management LLC holds $31,072,248 across 10 Banks - Diversified names. BAC ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,373 | $21,071,214 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
132,375 | $7,542,727 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,726 | $2,043,356 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
974 | $140,850 | |
| 5 | C |
Citigroup Inc
|
974 | $136,321 | |
| 6 | BNS |
Bank Of Nova Scotia
|
650 | $56,446 | |
| 7 | SAN |
Banco Santander, S.A.
|
3,000 | $41,400 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
100 | $17,670 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,542,727 | 132,375 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,404,531 | 131,375 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,259,835 | 131,997 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,803,740 | 131,881 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,454,515 | 94,136 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,042,426 | 96,871 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,195,774 | 95,467 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,808,922 | 95,991 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,709,705 | 93,279 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,367,258 | 88,799 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,109,660 | 92,357 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,679,160 | 97,851 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,645,877 | 92,223 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,781,178 | 97,244 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,058,930 | 92,359 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,760,461 | 91,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,825,514 | 90,765 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,695,373 | 89,650 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,007,525 | 90,077 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,835,612 | 90,356 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,721,461 | 90,261 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,302,771 | 85,365 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,529,157 | 83,443 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,935,920 | 80,362 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,392,978 | 100,757 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,177,030 | 102,545 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||