Pine Valley Investments Ltd Liability Co

Position in BAC — Bank Of America Corp /De/

CIK 1975417 MARLTON, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,071,964

+$195,439 QoQ

Shares Held

18,813

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,868

of 3,594 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $17,380,495 across 4 Banks - Diversified names. BAC ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	46,612	$15,257,505
2	BAC	Bank Of America Corp /De/ This page	18,813	$1,071,964
3	C	Citigroup Inc	4,105	$574,535
4	TD	Toronto Dominion Bank	3,924	$476,491

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,071,964	18,813	+4.6%	Shares	Sole	2026-07-24
2026-03-31	$876,525	17,980	-3.5%	Shares	Sole	2026-06-08
2025-12-31	$1,024,320	18,624	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$976,237	18,923	+1.2%	Shares	Sole	2026-02-17
2025-06-30	$884,978	18,702	+5.1%	Shares	Sole	2026-02-17
2025-03-31	$742,668	17,797	+6.1%	Shares	Sole	2026-02-17
2024-12-31	$737,217	16,774	+1.2%	Shares	Sole	2025-02-04
2024-09-30	$657,854	16,579	+2.2%	Shares	Sole	2024-11-25
2024-06-30	$645,188	16,223	-5.4%	Shares	Sole	2024-07-30
2024-03-31	$650,214	17,147	-7.7%	Shares	Sole	2024-05-08
2023-12-31	$625,554	18,579	-12.8%	Shares	Sole	2024-02-14
2023-09-30	$583,111	21,297	+2.4%	Shares	Sole	2023-11-08
2023-06-30	$596,608	20,795	-3.1%	Shares	Sole	2023-08-14
2023-03-31	$613,584	21,454	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.