SATOVSKY ASSET MANAGEMENT LLC

Position in BAC — Bank Of America Corp /De/

CIK 1807288 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$247,065

+$24,755 QoQ

Shares Held

4,336

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#3,121

of 3,594 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SATOVSKY ASSET MANAGEMENT LLC holds $1,155,345 across 4 Banks - Diversified names. BAC ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,190	$389,522
2	C	Citigroup Inc	1,981	$277,260
3	BAC	Bank Of America Corp /De/ This page	4,336	$247,065
4	BNY	Bank of New York Mellon Corp	1,670	$241,498

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,065	4,336	+7.3%	Shares	Sole	2026-08-13
2025-12-31	$222,310	4,042	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$207,494	4,022	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.