FIDUCIARY FINANCIAL GROUP, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1925420 SAN RAFAEL, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$903,588

+$200,516 QoQ

Shares Held

15,858

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,003

of 3,594 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $6,598,601 across 13 Banks - Diversified names. BAC ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,261	$1,394,753
2	WFC	Wells Fargo & Company/Mn	13,903	$1,148,943
3	BAC	Bank Of America Corp /De/ This page	15,858	$903,588
4	BNS	Bank Of Nova Scotia	4,863	$422,302
5	RY	Royal Bank Of Canada	2,026	$419,321
6	BNY	Bank of New York Mellon Corp	2,751	$397,822
7	TD	Toronto Dominion Bank	2,944	$357,489
8	BMO	Bank Of Montreal /Can/	1,767	$312,228

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,588	15,858	+10.0%	Shares	Sole	2026-07-10
2026-03-31	$703,072	14,422	-3.9%	Shares	Sole	2026-04-13
2025-12-31	$825,165	15,003	+5.0%	Shares	Sole	2026-01-12
2025-09-30	$737,427	14,294	+2.8%	Shares	Sole	2025-10-10
2025-06-30	$657,937	13,904	-33.3%	Shares	Sole	2025-07-03
2025-03-31	$869,402	20,834	+14.0%	Shares	Sole	2025-04-15
2024-12-31	$803,010	18,271	-6.1%	Shares	Sole	2025-01-14
2024-09-30	$772,093	19,458	+0.6%	Shares	Sole	2024-10-10
2024-06-30	$769,390	19,346	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.