Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$281,538
+$6,832 QoQ
Shares Held
4,941
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,018
of 3,605 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KFA Private Wealth Group, LLC holds $2,024,515 across 4 Banks - Diversified names. BAC ranks #4 (13.9% of the industry book) .
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,538 | 4,941 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $274,706 | 5,635 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $287,375 | 5,225 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $247,632 | 4,800 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $226,047 | 4,777 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||