Allegiance Financial Group Advisory Services LLC
Position in BAC — Bank Of America Corp /De/
CIK 1964068
VIENNA, VA
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,780
+$26,284 QoQ
Shares Held
4,331
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,123
of 3,594 holders
Holding Since
Sep 2025
4 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, 2026Allegiance Financial Group Advisory Services LLC holds $958,568 across 3 Banks - Diversified names. BAC ranks #3 (25.7% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,780 | 4,331 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $220,496 | 4,523 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $261,910 | 4,762 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $204,451 | 3,963 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||