RICHARDSON FINANCIAL SERVICES INC.

Position in BAC — Bank Of America Corp /De/

CIK 2012303 MEDWAY, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$314,985

-$65,313 QoQ

Shares Held

5,528

-29.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,905

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,915,300 across 10 Banks - Diversified names. BAC ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,983	$1,958,413
2	C	Citigroup Inc	4,701	$657,951
3	BNY	Bank of New York Mellon Corp	2,815	$407,077
4	BAC	Bank Of America Corp /De/ This page	5,528	$314,985
5	TD	Toronto Dominion Bank	927	$112,565
6	SAN	Banco Santander, S.A.	7,512	$103,665
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	4,246	$100,120
8	RY	Royal Bank Of Canada	479	$99,138

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,985	5,528	-29.1%	Shares	Sole	2026-08-10
2026-03-31	$380,298	7,801	-0.2%	Shares	Sole	2026-05-04
2025-12-31	$386,663	7,815	+7.8%	Shares	Sole	2026-01-22
2025-09-30	$373,923	7,248	+7.4%	Shares	Sole	2025-10-28
2025-06-30	$319,410	6,750	-1.0%	Shares	Sole	2025-07-25
2025-03-31	$284,431	6,816	+4.0%	Shares	Sole	2025-05-06
2024-12-31	$287,960	6,552	+112.7%	Shares	Sole	2025-01-24
2024-09-30	$122,254	3,081	+35.1%	Shares	Sole	2024-10-24
2024-06-30	$90,715	2,281	+4.5%	Shares	Sole	2024-08-12
2024-03-31	$82,741	2,182	+57.9%	Shares	Sole	2024-05-03
2023-12-31	$46,531	1,382	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.