Portfolio Design Labs, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2010278 ENCINO, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,827,461

+$429,546 QoQ

Shares Held

49,622

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,259

of 3,595 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $13,486,366 across 5 Banks - Diversified names. BAC ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,613	$6,092,593
2	BAC	Bank Of America Corp /De/ This page	49,622	$2,827,461
3	WFC	Wells Fargo & Company/Mn	28,877	$2,386,395
4	C	Citigroup Inc	11,088	$1,551,876
5	BNY	Bank of New York Mellon Corp	4,343	$628,041

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,827,461	49,622	+0.9%	Shares	Sole	2026-08-11
2026-03-31	$2,397,915	49,188	-5.2%	Shares	Sole	2026-05-11
2025-12-31	$2,854,335	51,897	+4.9%	Shares	Sole	2026-02-11
2025-09-30	$2,552,621	49,479	+66.8%	Shares	Sole	2025-11-12
2025-06-30	$1,403,321	29,656	-46.1%	Shares	Sole	2025-08-13
2025-03-31	$2,295,275	55,003	-61.4%	Shares	Sole	2025-05-14
2024-12-31	$6,256,458	142,354	+19.6%	Shares	Sole	2025-01-29
2024-09-30	$4,721,404	118,987	+11.5%	Shares	Sole	2024-11-08
2024-06-30	$4,242,663	106,680	+4.3%	Shares	Sole	2024-08-13
2024-03-31	$3,878,343	102,277	-38.4%	Shares	Sole	2024-05-14
2023-12-31	$5,591,745	166,075	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.