Sovereign Financial Group, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1846175
STAMFORD, CT
Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,157,661
+$246,320 QoQ
Shares Held
37,867
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,422
of 3,594 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $5,750,981 across 4 Banks - Diversified names. BAC ranks #2 (37.5% of the industry book) .
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157,661 | 37,867 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,911,341 | 39,207 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,133,285 | 38,787 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,930,033 | 37,411 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,764,657 | 37,292 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,564,624 | 37,494 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,656,519 | 37,691 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,534,028 | 38,660 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,558,984 | 39,200 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,483,240 | 39,115 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,363,870 | 40,507 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,103,249 | 40,294 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,271,253 | 44,310 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,241,926 | 43,424 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,418,198 | 42,820 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,210,144 | 40,071 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,229,199 | 39,486 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,464,010 | 35,517 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,409,265 | 31,676 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,343,967 | 31,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,442,142 | 34,978 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,353,298 | 34,978 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $941,822 | 31,073 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||