Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$427,122
+$9,286 QoQ
Shares Held
7,496
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,635
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, 2026DDFG, Inc holds $631,463 across 2 Banks - Diversified names. BAC ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
7,496 | $427,122 | |
| 2 | C |
Citigroup Inc
|
1,460 | $204,341 |
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,122 | 7,496 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $417,836 | 8,571 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $470,800 | 8,560 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $441,455 | 8,557 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $369,096 | 7,800 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $341,434 | 8,182 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $368,344 | 8,381 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $332,558 | 8,381 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $343,215 | 8,630 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $289,253 | 7,628 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $262,996 | 7,811 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,745 | 7,624 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $223,380 | 7,786 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $222,593 | 7,783 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $257,706 | 7,781 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||