KENNEDY INVESTMENT GROUP, INC.

Position in BAC — Bank Of America Corp /De/

CIK 1978005 WEST DEPTFORD, NJ

Position in BAC

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

Position Value

$2,691,507

+$204,380 QoQ

Shares Held

47,236

-7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#1,291

of 3,595 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KENNEDY INVESTMENT GROUP, INC. holds $7,877,832 across 4 Banks - Diversified names. BAC ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	47,236	$2,691,507
2	C	Citigroup Inc	13,105	$1,834,175
3	JPM	Jpmorgan Chase & Co	5,493	$1,798,023
4	WFC	Wells Fargo & Company/Mn	18,806	$1,554,127

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,691,507	47,236	-7.4%	Shares	Sole	2026-07-30
2026-03-31	$2,487,127	51,018	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$2,830,355	51,461	-0.4%	Shares	Sole	2026-02-06
2025-09-30	$2,665,294	51,663	-2.4%	Shares	Sole	2025-10-28
2025-06-30	$2,505,641	52,951	-1.3%	Shares	Sole	2025-07-16
2025-03-31	$2,238,105	53,633	-0.5%	Shares	Sole	2025-04-22
2024-12-31	$2,369,124	53,905	-1.9%	Shares	Sole	2025-01-22
2024-09-30	$2,180,971	54,964	-1.6%	Shares	Sole	2024-10-21
2024-06-30	$2,221,552	55,860	-3.5%	Shares	Sole	2024-07-18
2024-03-31	$2,195,492	57,898	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$1,953,095	58,007	+0.6%	Shares	Sole	2024-01-29
2023-09-30	$1,579,442	57,686	+2.5%	Shares	Sole	2023-10-25
2023-06-30	$1,614,902	56,288	-1.6%	Shares	Sole	2023-07-19
2023-03-31	$1,635,205	57,175	-2.0%	Shares	Sole	2023-06-01
2022-12-31	$1,932,883	58,360	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.