Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$595,554
+$72,857 QoQ
Shares Held
10,452
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,356
of 3,594 holders
Holding Since
Dec 2022
15 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, 2026Kapstone Financial Advisors LLC holds $4,255,406 across 4 Banks - Diversified names. BAC ranks #2 (14.0% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,554 | 10,452 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $522,697 | 10,722 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $589,710 | 10,722 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $595,709 | 11,547 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $546,404 | 11,547 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $486,863 | 11,667 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $512,808 | 11,668 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $498,737 | 12,569 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $501,976 | 12,622 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $478,626 | 12,622 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $424,982 | 12,622 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $345,590 | 12,622 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $347,780 | 12,122 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $346,975 | 12,132 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $401,480 | 12,122 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||