CATALYST FINANCIAL PARTNERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1927537 BOSTON, MA

Position in BAC

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

Position Value

$2,726,322

+$518,922 QoQ

Shares Held

47,847

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,282

of 3,595 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $13,026,463 across 5 Banks - Diversified names. BAC ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,719	$7,763,940
2	BAC	Bank Of America Corp /De/ This page	47,847	$2,726,322
3	WFC	Wells Fargo & Company/Mn	14,111	$1,166,133
4	C	Citigroup Inc	7,643	$1,069,714
5	BNY	Bank of New York Mellon Corp	2,077	$300,354

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,726,322	47,847	+5.7%	Shares	Sole	2026-07-30
2026-03-31	$2,207,400	45,280	+10.1%	Shares	Sole	2026-05-12
2025-12-31	$2,262,260	41,132	+17.5%	Shares	Sole	2026-02-04
2025-09-30	$1,806,320	35,013	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$1,634,243	34,536	+3.9%	Shares	Sole	2025-08-14
2025-03-31	$1,386,437	33,224	+4.5%	Shares	Sole	2025-05-02
2024-12-31	$1,397,741	31,803	+9.4%	Shares	Sole	2025-01-30
2024-09-30	$1,153,338	29,066	+5.5%	Shares	Sole	2024-10-28
2024-06-30	$1,095,782	27,553	+6.1%	Shares	Sole	2024-07-25
2024-03-31	$984,289	25,957	+11.3%	Shares	Sole	2024-04-23
2023-12-31	$784,915	23,312	+2.4%	Shares	Sole	2024-02-07
2023-09-30	$623,579	22,775	+20.8%	Shares	Sole	2023-10-26
2023-06-30	$540,749	18,848	+19.5%	Shares	Sole	2023-08-02
2023-03-31	$451,165	15,775	-1.1%	Shares	Sole	2023-04-11
2022-12-31	$528,363	15,953	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.