Forum Financial Management, LP

Position in BAC — Bank Of America Corp /De/

CIK 1911832 LOMBARD, IL

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$764,500

+$76,930 QoQ

Shares Held

13,417

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,143

of 3,595 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $15,591,874 across 5 Banks - Diversified names. BAC ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,013	$11,460,804
2	BNY	Bank of New York Mellon Corp	9,368	$1,354,706
3	WFC	Wells Fargo & Company/Mn	16,241	$1,342,156
4	BAC	Bank Of America Corp /De/ This page	13,417	$764,500
5	C	Citigroup Inc	4,785	$669,708

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,500	13,417	-4.9%	Shares	Sole	2026-07-23
2026-03-31	$687,570	14,104	-88.4%	Shares	Sole	2026-04-23
2025-12-31	$6,704,940	121,908	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$6,305,278	122,219	+10.5%	Shares	Sole	2025-10-24
2025-06-30	$5,234,727	110,624	+5.9%	Shares	Sole	2025-07-30
2025-03-31	$4,361,077	104,507	+11.7%	Shares	Sole	2025-05-02
2024-09-30	$3,713,254	93,580	-1.4%	Shares	Sole	2024-10-29
2024-06-30	$3,773,457	94,882	+1.1%	Shares	Sole	2024-07-30
2024-03-31	$3,557,275	93,810	+0.8%	Shares	Sole	2024-05-09
2023-12-31	$3,133,969	93,079	-2.9%	Shares	Sole	2024-02-07
2023-09-30	$2,625,659	95,897	+0.2%	Shares	Sole	2023-11-06
2023-06-30	$2,745,977	95,712	+4.5%	Shares	Sole	2023-07-26
2023-03-31	$2,618,301	91,549	+3.6%	Shares	Sole	2023-04-19
2022-12-31	$2,925,787	88,339	+1.3%	Shares	Sole	2023-01-24
2022-09-30	$2,634,195	87,225	-11.3%	Shares	Sole	2022-11-07
2022-06-30	$3,059,954	98,296	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$4,057,696	98,440	+3.4%	Shares	Sole	2022-05-16
2021-12-31	$4,236,871	95,232	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.