Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,642,163
+$323,135 QoQ
Shares Held
28,820
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#1,582
of 3,595 holders
Holding Since
Dec 2024
7 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, 2026Whelan Financial holds $3,553,302 across 3 Banks - Diversified names. BAC ranks #1 (46.2% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,163 | 28,820 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,319,028 | 27,057 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,362,405 | 24,771 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,103,974 | 21,399 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $728,444 | 15,394 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $475,179 | 11,387 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $203,884 | 4,639 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||