Platform Technology Partners

Position in BAC — Bank Of America Corp /De/

CIK 1830817 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,243,303

+$178,701 QoQ

Shares Held

21,820

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,754

of 3,594 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Platform Technology Partners holds $13,054,516 across 5 Banks - Diversified names. BAC ranks #2 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,506	$9,985,528
2	BAC	Bank Of America Corp /De/ This page	21,820	$1,243,303
3	WFC	Wells Fargo & Company/Mn	11,943	$986,969
4	C	Citigroup Inc	3,923	$549,063
5	BNY	Bank of New York Mellon Corp	2,003	$289,653

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,243,303	21,820	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$1,064,602	21,838	+24.5%	Shares	Sole	2026-04-27
2025-12-31	$964,425	17,535	-8.3%	Shares	Sole	2026-02-13
2025-09-30	$986,349	19,119	+0.2%	Shares	Sole	2025-10-29
2025-06-30	$902,487	19,072	+6.2%	Shares	Sole	2025-08-11
2025-03-31	$749,554	17,962	+1.0%	Shares	Sole	2025-05-01
2024-12-31	$781,255	17,776	-9.8%	Shares	Sole	2025-01-28
2024-09-30	$782,370	19,717	-10.0%	Shares	Sole	2024-11-04
2024-06-30	$871,400	21,911	+5.5%	Shares	Sole	2024-07-30
2023-12-31	$699,090	20,763	-3.0%	Shares	Sole	2024-02-13
2023-09-30	$586,205	21,410	+32.1%	Shares	Sole	2023-11-08
2023-06-30	$464,864	16,203	-9.7%	Shares	Sole	2023-07-12
2023-03-31	$512,969	17,936	-2.8%	Shares	Sole	2023-04-04
2022-12-31	$610,931	18,446	-4.8%	Shares	Sole	2023-01-11
2022-09-30	$584,913	19,368	+0.7%	Shares	Sole	2022-10-24
2022-06-30	$598,910	19,239	-11.0%	Shares	Sole	2022-08-04
2022-03-31	$891,506	21,628	+9.1%	Shares	Sole	2022-05-03
2021-12-31	$881,658	19,817	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$840,976	19,811	-64.4%	Shares	Sole	2021-11-04
2021-06-30	$2,296,675	55,704	-8.6%	Shares	Sole	2021-08-05
2020-12-31	$1,847,758	60,962	+7.2%	Shares	Sole	2021-02-09
2020-09-30	$1,370,528	56,892	+11.9%	Shares	Sole	2020-11-30
2020-06-30	$1,207,758	50,853	-2.1%	Shares	Sole	2020-11-30
2020-03-31	$1,102,771	51,944	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.