Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$399,543
+$112,162 QoQ
Shares Held
7,012
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,696
of 3,594 holders
Holding Since
Mar 2024
10 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, 2026Goldstein Advisors, LLC holds $3,071,685 across 5 Banks - Diversified names. BAC ranks #3 (13.0% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,543 | 7,012 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $287,381 | 5,895 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $323,840 | 5,888 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $304,845 | 5,909 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $291,254 | 6,155 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $317,857 | 7,617 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $330,284 | 7,515 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $263,078 | 6,630 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $271,072 | 6,816 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $251,409 | 6,630 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||