Frisch Financial Group, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1767730 MELVILLE, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$921,138

+$162,150 QoQ

Shares Held

16,166

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,989

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $14,334,809 across 5 Banks - Diversified names. BAC ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,413	$11,591,737
2	BNY	Bank of New York Mellon Corp	6,507	$940,977
3	BAC	Bank Of America Corp /De/ This page	16,166	$921,138
4	C	Citigroup Inc	3,734	$522,610
5	BMO	Bank Of Montreal /Can/	2,028	$358,347

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,138	16,166	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$758,988	15,569	+1.3%	Shares	Sole	2026-05-05
2025-12-31	$845,460	15,372	+3.6%	Shares	Sole	2026-02-06
2025-09-30	$765,492	14,838	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$688,411	14,548	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$606,587	14,536	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$667,908	15,197	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$601,310	15,154	-4.6%	Shares	Sole	2024-11-15
2024-06-30	$631,666	15,883	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$598,643	15,787	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$522,861	15,529	+12.4%	Shares	Sole	2024-02-12
2023-09-30	$378,418	13,821	-16.5%	Shares	Sole	2023-11-14
2023-03-31	$473,444	16,554	+28.5%	Shares	Sole	2023-05-11
2022-12-31	$426,718	12,884	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$387,254	12,823	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$397,187	12,759	-2.4%	Shares	Sole	2022-08-15
2022-03-31	$538,704	13,069	-1.4%	Shares	Sole	2022-05-10
2021-12-31	$589,848	13,258	+0.1%	Shares	Sole	2022-02-09
2021-09-30	$562,165	13,243	-6.6%	Shares	Sole	2021-11-16
2021-06-30	$584,641	14,180	-15.3%	Shares	Sole	2021-08-12
2021-03-31	$648,018	16,749	+5.2%	Shares	Sole	2021-05-13
2020-12-31	$482,595	15,922	+0.4%	Shares	Sole	2021-01-26
2020-09-30	$382,139	15,863	+0.5%	Shares	Sole	2020-11-10
2020-06-30	$374,988	15,789	-2.0%	Shares	Sole	2020-08-06
2020-03-31	$342,078	16,113	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.