Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,144,148
+$1,299,476 QoQ
Shares Held
195,580
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#686
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)
Derivatives in BAC
reported options exposure · as of Jun 30, 2025CallValue
$94,640
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026XML Financial, LLC holds $25,540,375 across 5 Banks - Diversified names. BAC ranks #2 (43.6% of the industry book) .
All Filings in BAC
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,144,148 | 195,580 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,844,672 | 201,942 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,243,265 | 204,423 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,130,769 | 235,138 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $94,640 | 2,000 | Call | Sole | 2025-07-17 | |
| 2025-06-30 | $11,464,453 | 242,275 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,225,853 | 245,048 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,913,488 | 248,316 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,017,454 | 252,456 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $10,253,063 | 257,809 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $10,200,897 | 269,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,559,349 | 313,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,660,211 | 316,297 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,316,216 | 324,720 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,260,050 | 323,778 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,690,374 | 322,777 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,673,603 | 320,318 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $712,223 | 22,879 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,487,186 | 302,940 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,394,070 | 301,058 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $12,764,205 | 300,688 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $715,505 | 17,354 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $700,791 | 18,113 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $547,792 | 18,073 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $406,566 | 16,877 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $399,570 | 16,824 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $355,156 | 16,729 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||