Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$288,318
+$51,393 QoQ
Shares Held
5,060
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,986
of 3,594 holders
Holding Since
Jun 2024
8 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, 2026Applied Capital LLC/FL holds $13,309,184 across 8 Banks - Diversified names. BAC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
16,214 | $3,355,811 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,771 | $3,198,341 | |
| 3 | TD |
Toronto Dominion Bank
|
23,051 | $2,799,082 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,594 | $2,445,648 | |
| 5 | C |
Citigroup Inc
|
3,849 | $538,706 | |
| 6 | BNS |
Bank Of Nova Scotia
|
5,396 | $468,588 | |
| 7 | BAC |
Bank Of America Corp /De/
This page
|
5,060 | $288,318 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,215 | $214,690 |
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,318 | 5,060 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $236,925 | 4,860 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $267,300 | 4,860 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $261,561 | 5,070 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $241,757 | 5,109 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $211,112 | 5,059 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $222,343 | 5,059 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $204,815 | 5,150 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||