Menard Financial Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 1803156 HOUSTON, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$765,925

+$121,792 QoQ

Shares Held

13,442

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#2,140

of 3,594 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Financial Services · as of Jun 30, 2026

Menard Financial Group LLC holds $4,176,362 across 3 Banks - Diversified names. BAC ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,688	$2,516,513
2	C	Citigroup Inc	6,387	$893,924
3	BAC	Bank Of America Corp /De/ This page	13,442	$765,925

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,925	13,442	+1.7%	Shares	Sole	2026-08-07
2026-03-31	$644,133	13,213	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$726,550	13,210	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$689,139	13,358	-43.3%	Shares	Sole	2025-11-14
2025-06-30	$1,115,663	23,577	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$981,698	23,525	+14.1%	Shares	Sole	2025-05-08
2024-12-31	$906,249	20,620	+1.2%	Shares	Sole	2025-02-28
2024-09-30	$808,678	20,380	+16.0%	Shares	Sole	2024-11-14
2024-06-30	$698,997	17,576	+20.9%	Shares	Sole	2024-08-09
2024-03-31	$551,053	14,532	-31.7%	Shares	Sole	2024-05-14
2023-12-31	$716,463	21,279	-13.5%	Shares	Sole	2024-02-14
2023-09-30	$673,465	24,597	+22.0%	Shares	Sole	2023-11-14
2023-06-30	$578,533	20,165	+15.8%	Shares	Sole	2023-08-14
2023-03-31	$498,240	17,421	+109.6%	Shares	Sole	2023-05-12
2022-12-31	$275,227	8,310	-41.9%	Shares	Sole	2023-02-14
2022-09-30	$431,890	14,301	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$430,590	13,832	-12.4%	Shares	Sole	2022-08-15
2022-03-31	$651,111	15,796	-4.7%	Shares	Sole	2022-04-25
2021-12-31	$737,332	16,573	-10.4%	Shares	Sole	2022-02-14
2021-09-30	$785,070	18,494	+6.2%	Shares	Sole	2021-11-15
2021-06-30	$718,185	17,419	+22.7%	Shares	Sole	2021-08-11
2021-03-31	$549,359	14,199	-3.6%	Shares	Sole	2021-05-17
2020-12-31	$446,405	14,728	-11.8%	Shares	Sole	2021-02-09
2020-09-30	$402,229	16,697	+13.4%	Shares	Other	2020-11-12
2020-06-30	$349,741	14,726	—	Shares	Other	2020-08-13
No filing history on record for this holder in this stock.