Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$513,104
+$121,301 QoQ
Shares Held
9,005
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,472
of 3,589 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Assets Advisory, LLC holds $2,976,111 across 4 Banks - Diversified names. BAC ranks #3 (17.2% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,104 | 9,005 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $391,803 | 8,037 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $376,035 | 6,837 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $357,879 | 6,937 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $290,402 | 6,137 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $398,813 | 9,557 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $1,182 | 44,349 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||