Intrinsic Value Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1910364 PHOENIX, AZ

Position in BAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$693,275

+$94,284 QoQ

Shares Held

12,167

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#2,223

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $6,659,231 across 5 Banks - Diversified names. BAC ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	24,074	$3,481,341
2	WFC	Wells Fargo & Company/Mn	13,547	$1,119,524
3	C	Citigroup Inc	5,235	$732,690
4	BAC	Bank Of America Corp /De/ This page	12,167	$693,275
5	JPM	Jpmorgan Chase & Co	1,932	$632,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,275	12,167	-1.0%	Shares	Sole	2026-07-14
2026-03-31	$598,991	12,287	-8.5%	Shares	Sole	2026-04-28
2025-12-31	$738,485	13,427	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$703,532	13,637	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$648,142	13,697	-1.4%	Shares	Sole	2025-07-21
2025-03-31	$579,921	13,897	-8.0%	Shares	Sole	2025-05-08
2024-12-31	$664,128	15,111	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$609,603	15,363	-53.8%	Shares	Sole	2024-11-04
2024-06-30	$1,322,869	33,263	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$1,269,296	33,473	-0.9%	Shares	Sole	2024-04-22
2023-12-31	$1,137,473	33,783	-1.2%	Shares	Sole	2024-02-07
2023-09-30	$936,478	34,203	-0.1%	Shares	Sole	2023-10-17
2023-06-30	$982,718	34,253	-0.3%	Shares	Sole	2023-08-02
2023-03-31	$982,495	34,353	0.0%	Shares	Sole	2023-04-18
2022-12-31	$1,137,771	34,353	-7.8%	Shares	Sole	2023-01-12
2022-09-30	$1,125,040	37,253	0.0%	Shares	Sole	2022-10-14
2022-06-30	$1,159,685	37,253	-1.8%	Shares	Sole	2022-07-18
2022-03-31	$1,564,422	37,953	-2.1%	Shares	Sole	2022-04-28
2021-12-31	$1,724,120	38,753	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.