Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,483,759
+$198,709 QoQ
Shares Held
26,040
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,648
of 3,595 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Coastwise Capital Group, LLC holds $3,980,277 across 4 Banks - Diversified names. BAC ranks #1 (37.3% of the industry book) .
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,759 | 26,040 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,285,050 | 26,360 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,682,945 | 30,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,507,769 | 29,226 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,376,538 | 29,090 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,165,811 | 27,937 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,795,533 | 40,854 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,628,705 | 41,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,568,011 | 39,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,580,695 | 41,685 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,325,587 | 39,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,116,994 | 40,796 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,111,708 | 38,749 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,032,831 | 36,113 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $952,133 | 28,748 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $598,131 | 19,214 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||