Verum Partners LLC

Position in BAC — Bank Of America Corp /De/

CIK 1958984 CHARLOTTE, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,929,449

+$1,469,091 QoQ

Shares Held

156,712

+2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

7.93%

of 13F equity value

Holder Rank

#765

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Verum Partners LLC holds $15,925,686 across 5 Banks - Diversified names. BAC ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	156,712	$8,929,449
2	RY	Royal Bank Of Canada	16,329	$3,379,613
3	JPM	Jpmorgan Chase & Co	8,511	$2,785,905
4	WFC	Wells Fargo & Company/Mn	7,290	$602,445
5	C	Citigroup Inc	1,631	$228,274

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,929,449	156,712	+2.4%	Shares	Sole	2026-07-22
2026-03-31	$7,460,358	153,033	+165.4%	Shares	Sole	2026-04-15
2025-12-31	$3,170,970	57,654	+340.9%	Shares	Sole	2026-01-14
2025-09-30	$674,590	13,076	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$577,067	12,195	-0.8%	Shares	Sole	2025-07-15
2025-03-31	$512,778	12,288	-3.8%	Shares	Sole	2025-04-11
2024-12-31	$561,241	12,770	+0.7%	Shares	Sole	2025-01-17
2024-09-30	$503,063	12,678	-2.4%	Shares	Sole	2024-10-16
2024-06-30	$516,453	12,986	+6.5%	Shares	Sole	2024-07-15
2024-03-31	$462,168	12,188	-5.6%	Shares	Sole	2024-04-18
2023-12-31	$434,713	12,911	-27.1%	Shares	Sole	2024-01-18
2023-09-30	$484,653	17,701	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$506,980	17,671	+102.5%	Shares	Sole	2023-07-24
2023-03-31	$249,620	8,728	+5.5%	Shares	Sole	2023-04-13
2022-12-31	$274,034	8,274	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.