Rosenberg Matthew Hamilton
Position in BAC — Bank Of America Corp /De/
CIK 1812103
GRAND JUNCTION, CO
Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$617,435
+$146,608 QoQ
Shares Held
10,836
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,319
of 3,589 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. BAC ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,435 | 10,836 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $470,827 | 9,658 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $494,395 | 8,989 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $457,758 | 8,873 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $419,870 | 8,873 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $406,450 | 9,740 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $422,711 | 9,618 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $370,928 | 9,348 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $364,173 | 9,157 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $354,476 | 9,348 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $310,908 | 9,234 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $253,265 | 9,250 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $251,238 | 8,757 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $331,388 | 11,587 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $383,761 | 11,587 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $343,192 | 11,364 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $353,543 | 11,357 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $416,115 | 10,095 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $423,188 | 9,512 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $306,998 | 7,232 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $31,293 | 759 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $273,074 | 7,058 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $186,224 | 6,144 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $135,361 | 5,619 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $133,451 | 5,619 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $63,690 | 3,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||