TITLEIST ASSET MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1977759 SAN ANTONIO, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,646,551

+$205,258 QoQ

Shares Held

28,897

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,579

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

TITLEIST ASSET MANAGEMENT, LLC holds $9,816,364 across 6 Banks - Diversified names. BAC ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,206	$5,959,369
2	BAC	Bank Of America Corp /De/ This page	28,897	$1,646,551
3	C	Citigroup Inc	7,630	$1,067,894
4	WFC	Wells Fargo & Company/Mn	5,456	$450,883
5	BNY	Bank of New York Mellon Corp	2,555	$369,478
6	UBS	UBS Group AG	6,501	$322,189

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,646,551	28,897	-2.3%	Shares	Sole	2026-07-20
2026-03-31	$1,441,293	29,565	+5.5%	Shares	Sole	2026-04-30
2025-12-31	$1,540,715	28,013	+7.9%	Shares	Sole	2026-02-12
2025-09-30	$1,339,637	25,967	-4.3%	Shares	Sole	2025-11-05
2025-06-30	$1,283,886	27,132	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$1,129,756	27,073	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$1,158,170	26,352	+1.6%	Shares	Sole	2025-02-13
2024-09-30	$1,028,704	25,925	-26.0%	Shares	Sole	2024-11-13
2024-06-30	$1,392,824	35,022	+24.5%	Shares	Sole	2024-08-12
2024-03-31	$1,066,879	28,135	+12.6%	Shares	Sole	2024-05-15
2023-12-31	$841,345	24,988	-14.2%	Shares	Sole	2024-02-15
2023-09-30	$797,223	29,117	+15.5%	Shares	Sole	2023-11-14
2023-06-30	$723,360	25,213	-14.1%	Shares	Sole	2023-08-11
2023-03-31	$839,352	29,348	—	Shares	Sole	2023-05-18
No filing history on record for this holder in this stock.