Legacy Capital Group California, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1977092 LOS GATOS, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,017,833

-$355,308 QoQ

Shares Held

17,863

-36.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,918

of 3,589 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. BAC ranks #6 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	15,985	$2,237,260
2	JPM	Jpmorgan Chase & Co	6,630	$2,170,197
3	BNY	Bank of New York Mellon Corp	13,511	$1,953,825
4	UBS	UBS Group AG	31,602	$1,566,195
5	BCS	Barclays PLC	42,007	$1,128,308
6	BAC	Bank Of America Corp /De/ This page	17,863	$1,017,833
7	HSBC	Hsbc Holdings PLC	4,668	$443,880
8	TD	Toronto Dominion Bank	3,638	$441,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,833	17,863	-36.6%	Shares	Sole	2026-07-29
2026-03-31	$1,373,141	28,167	-25.6%	Shares	Sole	2026-05-04
2025-12-31	$2,081,585	37,847	+67.2%	Shares	Sole	2026-01-28
2025-09-30	$1,168,049	22,641	-42.8%	Shares	Sole	2025-11-12
2025-06-30	$1,873,966	39,602	-1.1%	Shares	Sole	2025-07-14
2025-03-31	$1,671,495	40,055	+72.9%	Shares	Sole	2025-05-09
2024-12-31	$1,018,277	23,169	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$919,822	23,181	-2.1%	Shares	Sole	2024-10-23
2024-06-30	$941,833	23,682	+0.8%	Shares	Sole	2024-07-22
2024-03-31	$890,513	23,484	+124.6%	Shares	Sole	2024-05-07
2023-12-31	$352,120	10,458	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$286,230	10,454	-1.0%	Shares	Sole	2023-11-06
2023-06-30	$302,995	10,561	+4.0%	Shares	Sole	2023-08-10
2023-03-31	$290,347	10,152	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.