Empirical Asset Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1926596 WELLESLEY, MA

Position in BAC

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

Position Value

$1,162,164

+$176,098 QoQ

Shares Held

20,396

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,808

of 3,594 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Empirical Asset Management, LLC holds $8,770,247 across 7 Banks - Diversified names. BAC ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,153	$4,305,371
2	BAC	Bank Of America Corp /De/ This page	20,396	$1,162,164
3	C	Citigroup Inc	7,798	$1,091,408
4	WFC	Wells Fargo & Company/Mn	13,130	$1,085,063
5	TD	Toronto Dominion Bank	4,747	$576,428
6	BMO	Bank Of Montreal /Can/	1,793	$316,823
7	CM	Canadian Imperial Bank Of Commerce /Can/	2,026	$232,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,162,164	20,396	+0.8%	Shares	Sole	2026-08-10
2026-03-31	$986,066	20,227	-59.4%	Shares	Sole	2026-05-11
2025-12-31	$2,739,990	49,818	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$2,548,494	49,399	+149.9%	Shares	Sole	2025-11-12
2025-06-30	$935,232	19,764	+2.0%	Shares	Sole	2025-07-29
2025-03-31	$808,727	19,380	-57.0%	Shares	Sole	2025-05-12
2024-12-31	$1,981,969	45,096	+47.8%	Shares	Sole	2025-01-15
2024-09-30	$1,211,033	30,520	-4.4%	Shares	Sole	2024-10-11
2024-06-30	$1,269,100	31,911	+197.8%	Shares	Sole	2024-08-12
2024-03-31	$406,274	10,714	+57.8%	Shares	Sole	2024-05-10
2023-12-31	$228,551	6,788	-18.7%	Shares	Sole	2024-01-12
2022-12-31	$276,618	8,352	+24.7%	Shares	Sole	2023-01-31
2022-09-30	$202,189	6,695	+0.1%	Shares	Sole	2022-10-19
2022-06-30	$208,290	6,691	-2.1%	Shares	Sole	2022-07-18
2022-03-31	$281,738	6,835	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.