O'ROURKE & COMPANY, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1911468 BOSTON, MA

Position in BAC

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

Position Value

$532,136

+$67,354 QoQ

Shares Held

9,339

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,451

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

O'ROURKE & COMPANY, Inc holds $8,547,097 across 4 Banks - Diversified names. BAC ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,517	$7,043,159
2	C	Citigroup Inc	4,261	$596,369
3	BAC	Bank Of America Corp /De/ This page	9,339	$532,136
4	WFC	Wells Fargo & Company/Mn	4,543	$375,433

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,136	9,339	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$464,782	9,534	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$525,140	9,548	-0.4%	Shares	Sole	2026-01-28
2025-09-30	$494,644	9,588	-18.4%	Shares	Sole	2025-10-22
2025-06-30	$555,962	11,749	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$489,868	11,739	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$515,445	11,728	-5.4%	Shares	Sole	2025-02-13
2024-09-30	$492,071	12,401	+2.5%	Shares	Sole	2024-10-28
2024-06-30	$481,217	12,100	-3.0%	Shares	Sole	2024-07-18
2024-03-31	$473,052	12,475	+4.0%	Shares	Sole	2024-04-18
2023-12-31	$404,006	11,999	-26.6%	Shares	Sole	2024-01-24
2023-09-30	$447,307	16,337	-14.2%	Shares	Sole	2023-11-13
2023-06-30	$546,314	19,042	-2.6%	Shares	Sole	2023-07-25
2023-03-31	$558,872	19,541	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$646,369	19,516	+15.7%	Shares	Sole	2023-02-13
2022-09-30	$509,594	16,874	+20.1%	Shares	Sole	2022-11-14
2022-06-30	$437,220	14,045	-7.4%	Shares	Sole	2022-08-12
2022-03-31	$625,307	15,170	+6.5%	Shares	Sole	2022-05-16
2021-12-31	$633,760	14,245	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.