Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,190
-$17,919 QoQ
Shares Held
56
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,572
of 3,589 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lummis Asset Management, LP holds $3,000,657 across 4 Banks - Diversified names. BAC ranks #4 (0.1% of the industry book) .
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,190 | 56 | Shares | Sole | 2026-08-03 | |
| 2024-09-30 | $21,109 | 532 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $21,157 | 532 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,481 | 461 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $15,521 | 461 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||