Decker Retirement Planning Inc.
PensionPosition in BAC — Bank Of America Corp /De/
CIK 1975700
LEVI, UT
Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,806
+$1,128 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,557
of 3,589 holders
Holding Since
Dec 2024
5 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, 2026Decker Retirement Planning Inc. holds $100,659 across 11 Banks - Diversified names. BAC ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
184 | $60,228 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128 | $10,577 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
72 | $10,411 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
137 | $7,806 | |
| 5 | RY |
Royal Bank Of Canada
|
21 | $4,346 | |
| 6 | BCS |
Barclays PLC
|
139 | $3,733 | |
| 7 | SAN |
Banco Santander, S.A.
|
93 | $1,283 | |
| 8 | C |
Citigroup Inc
|
7 | $979 |
All Filings in BAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,806 | 137 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,678 | 137 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,535 | 137 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,067 | 137 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $362,807 | 8,255 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||