Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,012,420
+$248,947 QoQ
Shares Held
17,768
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,923
of 3,594 holders
Holding Since
Jun 2025
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, 2026AA Financial Advisors, LLC holds $5,164,872 across 4 Banks - Diversified names. BAC ranks #2 (19.6% 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 | $1,012,420 | 17,768 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $763,473 | 15,661 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $861,575 | 15,665 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $705,390 | 13,673 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $379,506 | 8,020 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||