Symphony Financial, Ltd. Co.

Position in BAC — Bank Of America Corp /De/

CIK 1800687 HOUSTON, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,056,865

+$241,570 QoQ

Shares Held

18,548

+10.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,886

of 3,605 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $10,076,426 across 4 Banks - Diversified names. BAC ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,316	$7,959,356
2	BAC	Bank Of America Corp /De/ This page	18,548	$1,056,865
3	C	Citigroup Inc	4,647	$650,394
4	WFC	Wells Fargo & Company/Mn	4,959	$409,811

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056,865	18,548	+10.9%	Shares	Sole	2026-08-04
2026-03-31	$815,295	16,724	+103.8%	Shares	Sole	2026-05-01
2025-12-31	$451,330	8,206	-13.3%	Shares	Sole	2026-02-11
2025-09-30	$488,299	9,465	+39.8%	Shares	Sole	2025-10-31
2025-06-30	$320,356	6,770	+10.1%	Shares	Sole	2025-08-15
2024-06-30	$244,466	6,147	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$232,866	6,141	-18.2%	Shares	Sole	2024-04-17
2023-12-31	$252,693	7,505	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.