Sara-Bay Financial

Position in BAC — Bank Of America Corp /De/

CIK 1816444 SARASOTA, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$364,387

-$144,611 QoQ

Shares Held

6,395

-38.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,774

of 3,595 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sara-Bay Financial holds $21,239,506 across 4 Banks - Diversified names. BAC ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,206	$19,379,899
2	RY	Royal Bank Of Canada	5,374	$1,112,256
3	BNS	Bank Of Nova Scotia	4,410	$382,964
4	BAC	Bank Of America Corp /De/ This page	6,395	$364,387

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,387	6,395	-38.8%	Shares	Sole	2026-07-17
2026-03-31	$508,998	10,441	-3.0%	Shares	Sole	2026-04-17
2025-12-31	$591,910	10,762	-3.1%	Shares	Sole	2026-01-20
2025-09-30	$572,752	11,102	+9.9%	Shares	Sole	2025-10-10
2025-06-30	$477,979	10,101	0.0%	Shares	Sole	2025-07-15
2025-03-31	$421,514	10,101	-9.0%	Shares	Sole	2025-04-11
2024-12-31	$487,845	11,100	0.0%	Shares	Sole	2025-01-15
2024-09-30	$440,448	11,100	-23.2%	Shares	Sole	2024-10-07
2024-06-30	$574,596	14,448	+43.1%	Shares	Sole	2024-07-19
2024-03-31	$382,916	10,098	0.0%	Shares	Sole	2024-04-16
2023-12-31	$339,999	10,098	-1.0%	Shares	Sole	2024-01-12
2023-09-30	$279,193	10,197	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$292,523	10,196	+0.0%	Shares	Sole	2023-07-14
2023-03-31	$291,577	10,195	-2.7%	Shares	Sole	2023-04-14
2022-12-31	$347,130	10,481	-1.5%	Shares	Sole	2023-01-11
2022-09-30	$321,207	10,636	0.0%	Shares	Sole	2022-10-18
2022-06-30	$331,098	10,636	0.0%	Shares	Sole	2022-08-26
2022-03-31	$438,415	10,636	+0.0%	Shares	Sole	2022-04-12
2021-12-31	$473,151	10,635	0.0%	Shares	Sole	2022-01-14
2021-09-30	$451,455	10,635	-90.0%	Shares	Sole	2021-10-08
2021-06-30	$4,392,438	106,535	+901.7%	Shares	Sole	2021-07-16
2021-03-31	$411,468	10,635	0.0%	Shares	Sole	2021-04-14
2020-12-31	$322,346	10,635	-8.2%	Shares	Sole	2021-01-15
2020-09-30	$279,154	11,588	0.0%	Shares	Sole	2020-10-07
2020-06-30	$275,215	11,588	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.