POM Investment Strategies, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1906322 RALEIGH, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$107,863

-$224,660 QoQ

Shares Held

1,893

-72.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#3,367

of 3,594 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

POM Investment Strategies, LLC holds $249,304 across 5 Banks - Diversified names. BAC ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	1,893	$107,863
2	C	Citigroup Inc	730	$102,170
3	JPM	Jpmorgan Chase & Co	103	$33,714
4	WFC	Wells Fargo & Company/Mn	41	$3,388
5	BNY	Bank of New York Mellon Corp	15	$2,169

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,863	1,893	-72.2%	Shares	Sole	2026-07-31
2026-03-31	$332,523	6,821	+504.7%	Shares	Sole	2026-05-11
2025-12-31	$62,040	1,128	+12.1%	Shares	Sole	2026-02-17
2025-09-30	$51,899	1,006	0.0%	Shares	Sole	2025-11-12
2025-06-30	$47,603	1,006	-7.1%	Shares	Sole	2025-08-08
2025-03-31	$45,193	1,083	0.0%	Shares	Sole	2025-04-30
2024-12-31	$47,597	1,083	+1306.5%	Shares	Sole	2025-01-29
2024-09-30	$3,055	77	-89.3%	Shares	Sole	2024-10-18
2024-06-30	$28,753	723	+839.0%	Shares	Sole	2024-07-25
2024-03-31	$2,919	77	0.0%	Shares	Sole	2024-05-15
2023-12-31	$2,592	77	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.