Marshall Financial Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1841496 Hunt Valley, MD

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$828,033

+$132,273 QoQ

Shares Held

14,532

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,068

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,458,660 across 4 Banks - Diversified names. BAC ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,585	$1,500,808
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	34,311	$859,833
3	BAC	Bank Of America Corp /De/ This page	14,532	$828,033
4	BNY	Bank of New York Mellon Corp	1,867	$269,986

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,033	14,532	+1.8%	Shares	Sole	2026-07-20
2026-03-31	$695,760	14,272	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$795,850	14,470	-25.3%	Shares	Sole	2026-01-09
2025-09-30	$999,246	19,369	+0.9%	Shares	Sole	2025-10-08
2025-06-30	$908,733	19,204	-4.8%	Shares	Sole	2025-07-10
2025-03-31	$842,194	20,182	-2.4%	Shares	Sole	2025-04-16
2024-12-31	$909,149	20,686	-3.2%	Shares	Sole	2025-01-21
2024-09-30	$847,564	21,360	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$838,590	21,086	-0.1%	Shares	Sole	2024-07-19
2024-03-31	$800,491	21,110	-5.4%	Shares	Sole	2024-04-19
2023-12-31	$751,177	22,310	+0.5%	Shares	Sole	2024-01-10
2023-09-30	$607,781	22,198	+14.0%	Shares	Sole	2023-10-19
2023-06-30	$558,680	19,473	-10.5%	Shares	Sole	2023-07-17
2023-03-31	$622,364	21,761	+2.4%	Shares	Sole	2023-04-18
2022-12-31	$704,164	21,261	-8.5%	Shares	Sole	2023-02-01
2022-09-30	$701,395	23,225	-1.7%	Shares	Sole	2022-10-12
2022-06-30	$735,539	23,628	-9.3%	Shares	Sole	2022-07-25
2022-03-31	$1,074,110	26,058	-8.9%	Shares	Sole	2022-05-10
2021-12-31	$1,273,170	28,617	-25.2%	Shares	Sole	2022-01-27
2021-09-30	$1,625,070	38,282	-5.7%	Shares	Sole	2021-10-28
2021-06-30	$1,673,690	40,594	-0.1%	Shares	Sole	2021-07-14
2021-03-31	$1,571,936	40,629	+507.0%	Shares	Sole	2021-04-20
2020-12-31	$202,864	6,693	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.