Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,828
+$18,492 QoQ
Shares Held
3,858
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,199
of 3,594 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Investmark Advisory Group LLC holds $1,550,815 across 3 Banks - Diversified names. BAC ranks #3 (14.2% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,828 | 3,858 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $201,336 | 5,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,792 | 5,074 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $66,735 | 1,500 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||