Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$476,466
+$121,956 QoQ
Shares Held
8,362
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,540
of 3,595 holders
Holding Since
Dec 2021
14 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, 2026Sandy Cove Advisors, LLC holds $4,450,470 across 4 Banks - Diversified names. BAC ranks #2 (10.7% of the industry book) .
All Filings in BAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,466 | 8,362 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $354,510 | 7,272 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $377,355 | 6,861 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $332,652 | 6,448 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $295,986 | 6,255 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $266,612 | 6,389 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $370,366 | 8,427 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $302,798 | 7,631 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $299,468 | 7,530 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $277,346 | 7,314 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $204,731 | 7,136 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $202,032 | 6,100 | Shares | Sole | 2023-01-23 | |
| 2022-03-31 | $72,464 | 1,758 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,893 | 110 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||