Cascade Financial Partners, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2021208
SAN DIEGO, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$714,016
+$170,941 QoQ
Shares Held
12,531
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,196
of 3,594 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cascade Financial Partners, LLC holds $5,522,004 across 5 Banks - Diversified names. BAC ranks #3 (12.9% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,016 | 12,531 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $543,075 | 11,140 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $612,700 | 11,140 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $574,712 | 11,140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $508,216 | 10,740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $448,180 | 10,740 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $476,066 | 10,832 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $425,369 | 10,720 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $426,334 | 10,720 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $406,502 | 10,720 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||