Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$604,101
+$141,756 QoQ
Shares Held
10,602
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,340
of 3,594 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fermata Advisors, LLC holds $3,009,826 across 4 Banks - Diversified names. BAC ranks #3 (20.1% of the industry book) .
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,101 | 10,602 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $462,345 | 9,484 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $340,615 | 6,193 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $317,123 | 6,147 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $447,789 | 9,463 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $587,683 | 14,083 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $287,125 | 6,533 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $268,951 | 6,778 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $255,084 | 6,414 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $215,688 | 5,688 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $218,619 | 6,493 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $216,904 | 7,922 | Shares | Sole | 2023-11-07 | |
| 2022-12-31 | $238,695 | 7,207 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $229,036 | 7,584 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,698 | 8,503 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $358,655 | 8,701 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $431,197 | 9,692 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $376,319 | 8,865 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $268,366 | 6,509 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||