INCEPTIONR LLC

Position in BAC — Bank Of America Corp /De/

CIK 1821561 Lafayette, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,618,004

-$25,748 QoQ

Shares Held

28,396

-15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,589

of 3,595 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INCEPTIONR LLC holds $3,979,132 across 5 Banks - Diversified names. BAC ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	28,396	$1,618,004
2	BNY	Bank of New York Mellon Corp	7,481	$1,081,827
3	C	Citigroup Inc	4,638	$649,134
4	WFC	Wells Fargo & Company/Mn	3,922	$324,114
5	JPM	Jpmorgan Chase & Co	935	$306,053

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,618,004	28,396	-15.8%	Shares	Sole	2026-08-11
2026-03-31	$1,643,752	33,718	+215.2%	Shares	Sole	2026-05-14
2025-12-31	$588,390	10,698	-56.9%	Shares	Sole	2026-02-11
2025-09-30	$1,280,928	24,829	-49.1%	Shares	Sole	2025-11-13
2025-06-30	$2,306,755	48,748	+73.7%	Shares	Sole	2025-08-12
2024-12-31	$1,233,456	28,065	+41.4%	Shares	Sole	2025-02-06
2024-09-30	$787,330	19,842	+28.1%	Shares	Sole	2024-11-08
2024-06-30	$615,878	15,486	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.