Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$817,093
+$121,333 QoQ
Shares Held
14,340
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,084
of 3,594 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. BAC ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
|
3,341 | $405,697 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,093 | 14,340 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $695,760 | 14,272 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $799,150 | 14,530 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $750,015 | 14,538 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $672,464 | 14,211 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $596,822 | 14,302 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $599,170 | 13,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $537,703 | 13,551 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $495,216 | 12,452 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $494,931 | 13,052 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $417,373 | 12,396 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $408,208 | 14,909 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $399,508 | 13,925 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $372,286 | 13,017 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $327,921 | 9,901 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $296,171 | 9,807 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $312,358 | 10,034 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $376,956 | 9,145 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $202,073 | 4,542 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||