Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,904,089
+$1,674,429 QoQ
Shares Held
226,467
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#633
of 3,594 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $45,500,631 across 4 Banks - Diversified names. BAC ranks #2 (28.4% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,904,089 | 226,467 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,229,660 | 230,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,967,185 | 235,767 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,165,004 | 216,418 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,400,510 | 219,791 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,713,617 | 232,773 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,303,286 | 234,432 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,447,649 | 238,096 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,160,820 | 230,345 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,833,464 | 232,950 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,250,196 | 155,931 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||