Relyea Zuckerberg Hanson LLC

Position in BAC — Bank Of America Corp /De/

CIK 1793691 STAMFORD, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,080,112

+$199,395 QoQ

Shares Held

18,956

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,863

of 3,595 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $11,634,536 across 5 Banks - Diversified names. BAC ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,260	$8,595,685
2	BAC	Bank Of America Corp /De/ This page	18,956	$1,080,112
3	C	Citigroup Inc	6,282	$879,228
4	WFC	Wells Fargo & Company/Mn	7,045	$582,198
5	BNY	Bank of New York Mellon Corp	3,439	$497,313

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,080,112	18,956	+4.9%	Shares	Sole	2026-07-16
2026-03-31	$880,717	18,066	-0.3%	Shares	Sole	2026-04-30
2025-12-31	$996,655	18,121	+3.1%	Shares	Sole	2026-01-20
2025-09-30	$906,333	17,568	-2.6%	Shares	Sole	2025-10-21
2025-06-30	$853,747	18,042	+4.3%	Shares	Sole	2025-07-22
2025-03-31	$721,511	17,290	-6.5%	Shares	Sole	2025-04-16
2024-12-31	$812,855	18,495	+3.4%	Shares	Sole	2025-01-15
2024-09-30	$709,914	17,891	-5.2%	Shares	Sole	2024-10-17
2024-06-30	$750,897	18,881	+7.0%	Shares	Sole	2024-10-31
2024-03-31	$669,439	17,654	-0.9%	Shares	Sole	2024-10-31
2023-12-31	$600,033	17,821	-25.4%	Shares	Sole	2024-10-31
2023-09-30	$653,998	23,886	+24.8%	Shares	Sole	2024-10-31
2023-06-30	$549,097	19,139	+63.1%	Shares	Sole	2023-07-17
2023-03-31	$335,649	11,736	-26.1%	Shares	Sole	2023-04-18
2022-12-31	$525,647	15,871	+10.0%	Shares	Sole	2023-01-18
2022-09-30	$435,906	14,434	-2.0%	Shares	Sole	2022-11-02
2022-06-30	$458,638	14,733	-4.0%	Shares	Sole	2022-07-18
2022-03-31	$632,644	15,348	+12.1%	Shares	Sole	2022-04-19
2021-12-31	$608,979	13,688	+12.9%	Shares	Sole	2022-01-27
2021-09-30	$514,621	12,123	+22.8%	Shares	Sole	2021-10-22
2021-06-30	$406,898	9,869	+5.3%	Shares	Sole	2021-07-23
2021-03-31	$362,486	9,369	+2.9%	Shares	Sole	2021-04-29
2020-12-31	$275,942	9,104	+5.3%	Shares	Sole	2021-01-28
2020-09-30	$208,306	8,647	—	Shares	Sole	2020-10-16
No filing history on record for this holder in this stock.