Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,170,768
+$196,012 QoQ
Shares Held
20,547
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,795
of 3,594 holders
Holding Since
Dec 2023
11 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, 2026Stonebrook Private Inc. holds $9,145,786 across 9 Banks - Diversified names. BAC ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,046 | $5,252,337 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
20,547 | $1,170,768 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,479 | $865,984 | |
| 4 | C |
Citigroup Inc
|
3,408 | $476,983 | |
| 5 | TD |
Toronto Dominion Bank
|
3,092 | $375,461 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,625 | $284,625 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,006 | $258,689 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,599 | $247,138 |
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,768 | 20,547 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $974,756 | 19,995 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,076,680 | 19,576 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $991,147 | 19,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $898,086 | 18,979 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $817,240 | 19,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $813,206 | 18,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $702,296 | 17,699 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $654,614 | 16,460 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $583,057 | 15,376 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $466,901 | 13,867 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||