Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,074,299
+$425,233 QoQ
Shares Held
36,404
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,446
of 3,594 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $12,935,463 across 3 Banks - Diversified names. BAC ranks #2 (16.0% of the industry book) .
All Filings in BAC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,074,299 | 36,404 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,649,066 | 33,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,797,180 | 32,676 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,781,712 | 34,536 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,125,803 | 44,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,000,619 | 47,942 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,969,399 | 44,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,748,261 | 44,059 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,778,236 | 44,713 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,695,061 | 44,701 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,585,621 | 47,093 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,271,308 | 46,432 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,280,492 | 44,632 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,285,055 | 44,932 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,279,988 | 38,647 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,006,958 | 33,343 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,013,872 | 32,569 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,342,370 | 32,566 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,442,098 | 32,414 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,326,180 | 31,241 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||