Joseph P. Lucia & Associates, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1775391
Yorktown Heights, NY
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$232,706
+$1,651 QoQ
Shares Held
4,084
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,158
of 3,594 holders
Holding Since
Mar 2020
11 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, 2026Joseph P. Lucia & Associates, LLC holds $1,030,079 across 3 Banks - Diversified names. BAC ranks #3 (22.6% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,706 | 4,084 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $231,055 | 4,201 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $216,678 | 4,200 | Shares | Sole | 2025-10-20 | |
| 2022-06-30 | $104,690 | 3,363 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $152,019 | 3,688 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $186,270 | 4,388 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $183,019 | 4,439 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $162,072 | 4,189 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $126,968 | 4,189 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $88,848 | 3,741 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $79,421 | 3,741 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||