Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$498,347
+$116,879 QoQ
Shares Held
8,746
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,499
of 3,594 holders
Holding Since
Jun 2022
12 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, 2026EdgeRock Capital LLC holds $2,757,318 across 4 Banks - Diversified names. BAC ranks #2 (18.1% of the industry book) .
All Filings in BAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,347 | 8,746 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $381,468 | 7,825 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $399,135 | 7,257 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $357,363 | 6,927 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $337,060 | 7,123 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $269,784 | 6,465 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $271,127 | 6,169 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $227,445 | 5,732 | Shares | Sole | 2024-10-15 | |
| 2023-12-31 | $85,757 | 2,547 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $326,132 | 9,847 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $303,509 | 10,050 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $223,544 | 7,181 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||