Lifestyle Asset Management, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1845675
Friendswood, TX
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$373,332
+$60,942 QoQ
Shares Held
6,552
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,754
of 3,594 holders
Holding Since
Jun 2023
13 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, 2026Lifestyle Asset Management, Inc. holds $1,296,885 across 3 Banks - Diversified names. BAC ranks #3 (28.8% of the industry book) .
All Filings in BAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,332 | 6,552 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $312,390 | 6,408 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $346,170 | 6,294 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $305,722 | 5,926 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $264,234 | 5,584 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $212,864 | 5,101 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $217,288 | 4,944 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $200,185 | 5,045 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $208,951 | 5,254 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $226,079 | 5,962 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $230,336 | 6,841 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $201,352 | 7,354 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $210,986 | 7,354 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||