Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$174,301
+$33,706 QoQ
Shares Held
3,059
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,308
of 3,594 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $2,931,219 across 7 Banks - Diversified names. BAC ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,198 | $2,356,121 | |
| 2 | C |
Citigroup Inc
|
1,930 | $270,122 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
3,059 | $174,301 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
704 | $101,805 | |
| 5 | BCS |
Barclays PLC
|
725 | $19,473 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
113 | $9,338 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,301 | 3,059 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $140,595 | 2,884 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $172,040 | 3,128 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $161,373 | 3,128 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $140,067 | 2,960 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $125,023 | 2,996 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $140,024 | 3,186 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $132,332 | 3,335 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $66,336 | 1,668 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $63,250 | 1,668 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $85,117 | 2,528 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $70,174 | 2,563 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $67,278 | 2,345 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $96,868 | 3,387 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $142,316 | 4,297 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $134,480 | 4,453 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $138,621 | 4,453 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $209,109 | 5,073 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $229,924 | 5,168 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $198,156 | 4,668 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $192,379 | 4,666 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $180,450 | 4,664 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $150,671 | 4,971 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $119,679 | 4,968 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||