Ranch Capital Advisors Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1793269 SARASOTA, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$891,623

+$204,395 QoQ

Shares Held

15,648

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,013

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $12,918,502 across 4 Banks - Diversified names. BAC ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,859	$6,173,116
2	C	Citigroup Inc	36,258	$5,074,669
3	BAC	Bank Of America Corp /De/ This page	15,648	$891,623
4	TD	Toronto Dominion Bank	6,416	$779,094

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$891,623	15,648	+11.0%	Shares	Sole	2026-08-03
2026-03-31	$687,228	14,097	+1.2%	Shares	Sole	2026-05-06
2025-12-31	$766,260	13,932	+34.7%	Shares	Sole	2026-02-05
2025-09-30	$533,440	10,340	-4.5%	Shares	Sole	2025-11-14
2023-09-30	$296,415	10,826	-2.8%	Shares	Sole	2023-11-13
2023-06-30	$319,635	11,141	-24.8%	Shares	Sole	2023-08-11
2023-03-31	$423,995	14,825	+21.5%	Shares	Sole	2023-05-12
2022-12-31	$404,262	12,206	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$363,487	12,036	-21.9%	Shares	Sole	2022-11-10
2022-06-30	$479,993	15,419	+4.1%	Shares	Sole	2022-08-10
2022-03-31	$610,262	14,805	+3.3%	Shares	Sole	2022-05-12
2021-12-31	$637,586	14,331	+1.5%	Shares	Sole	2022-02-08
2021-09-30	$599,436	14,121	+10.8%	Shares	Sole	2021-11-15
2021-06-30	$525,270	12,740	+7.0%	Shares	Sole	2021-08-16
2021-03-31	$460,643	11,906	+3.7%	Shares	Sole	2021-05-17
2020-12-31	$348,080	11,484	+5.3%	Shares	Sole	2021-02-16
2020-09-30	$262,821	10,910	-0.2%	Shares	Sole	2020-11-16
2020-06-30	$259,658	10,933	+5.6%	Shares	Sole	2020-08-12
2020-03-31	$219,772	10,352	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.