Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,122
+$51,892 QoQ
Shares Held
6,092
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,820
of 3,589 holders
Holding Since
Sep 2024
8 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, 2026ACORN CREEK CAPITAL LLC holds $2,774,865 across 6 Banks - Diversified names. BAC ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,361 | $1,100,156 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
5,787 | $550,285 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
6,092 | $347,122 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,059 | $331,511 | |
| 5 | RY |
Royal Bank Of Canada
|
1,091 | $225,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,662 | $219,987 |
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,122 | 6,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $295,230 | 6,056 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $328,350 | 5,970 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $298,654 | 5,789 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $270,765 | 5,722 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $230,266 | 5,518 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $279,346 | 6,356 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $246,809 | 6,220 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||