Royal Fund Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1810099 Lady Lake, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$422,221

+$56,596 QoQ

Shares Held

7,410

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,645

of 3,595 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Royal Fund Management, LLC holds $19,638,735 across 4 Banks - Diversified names. BAC ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	51,847	$16,971,078
2	C	Citigroup Inc	10,156	$1,421,433
3	WFC	Wells Fargo & Company/Mn	9,971	$824,003
4	BAC	Bank Of America Corp /De/ This page	7,410	$422,221

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,221	7,410	-1.2%	Shares	Sole	2026-07-20
2026-03-31	$365,625	7,500	-20.2%	Shares	Sole	2026-05-19
2025-12-31	$517,055	9,401	+195.1%	Shares	Sole	2026-01-15
2025-09-30	$164,365	3,186	-59.0%	Shares	Sole	2025-10-29
2025-06-30	$368,054	7,778	+1.4%	Shares	Sole	2025-08-13
2025-03-31	$320,110	7,671	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$338,634	7,705	-1.1%	Shares	Sole	2025-01-16
2024-09-30	$309,186	7,792	+1.3%	Shares	Sole	2024-10-08
2024-06-30	$306,030	7,695	-18.6%	Shares	Sole	2024-07-18
2024-03-31	$358,419	9,452	+3.7%	Shares	Sole	2024-04-11
2023-12-31	$307,003	9,118	+7.7%	Shares	Sole	2024-02-06
2023-09-30	$231,716	8,463	-81.1%	Shares	Sole	2023-10-17
2023-06-30	$1,282,270	44,694	+19.7%	Shares	Sole	2023-07-12
2023-03-31	$1,068,267	37,352	+345.8%	Shares	Sole	2023-04-10
2022-12-31	$277,479	8,378	+4.0%	Shares	Sole	2023-01-20
2022-09-30	$243,321	8,057	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$237,553	7,631	+1.4%	Shares	Sole	2022-07-28
2022-03-31	$310,221	7,526	-68.9%	Shares	Sole	2022-05-13
2021-12-31	$1,078,126	24,233	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$1,020,200	24,033	+6.3%	Shares	Sole	2021-10-20
2021-06-30	$931,962	22,604	-13.5%	Shares	Sole	2021-07-26
2021-03-31	$1,011,201	26,136	+276.6%	Shares	Sole	2021-04-29
2020-12-31	$210,351	6,940	+37.0%	Shares	Sole	2021-02-02
2020-03-31	$107,551	5,066	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.