Carr Financial Group Corp

Position in BAC — Bank Of America Corp /De/

CIK 1931232 WORCESTER, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$626,267

+$79,341 QoQ

Shares Held

10,991

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,311

of 3,595 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carr Financial Group Corp holds $3,475,309 across 4 Banks - Diversified names. BAC ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,695	$2,191,474
2	BAC	Bank Of America Corp /De/ This page	10,991	$626,267
3	RY	Royal Bank Of Canada	2,014	$416,837
4	C	Citigroup Inc	1,720	$240,731

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,267	10,991	-2.0%	Shares	Sole	2026-08-06
2026-03-31	$546,926	11,219	+6.5%	Shares	Sole	2026-05-12
2025-12-31	$579,535	10,537	+3.1%	Shares	Sole	2026-01-09
2025-09-30	$527,301	10,221	-1.6%	Shares	Sole	2025-10-08
2025-06-30	$491,465	10,386	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$433,115	10,379	+12.7%	Shares	Sole	2025-04-22
2024-12-31	$404,823	9,211	-2.2%	Shares	Sole	2025-01-21
2024-09-30	$373,706	9,418	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$374,315	9,412	+19.9%	Shares	Sole	2024-07-12
2024-03-31	$297,672	7,850	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$263,737	7,833	-0.9%	Shares	Sole	2024-01-26
2023-09-30	$216,493	7,907	-14.1%	Shares	Sole	2023-11-07
2023-06-30	$264,005	9,202	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.