Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$920,283
+$186,547 QoQ
Shares Held
16,151
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,988
of 3,589 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names. BAC ranks #2 (16.8% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920,283 | 16,151 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $733,736 | 15,051 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $692,175 | 12,585 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $636,878 | 12,345 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $553,028 | 11,687 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $302,709 | 7,254 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $335,734 | 7,639 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $202,407 | 5,101 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||