MARSHALL INVESTMENT MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2022427
LITTLETON, CO
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,777
+$4,615 QoQ
Shares Held
312
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,523
of 3,589 holders
Holding Since
Mar 2025
3 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $5,840,387 across 17 Banks - Diversified names. BAC ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,670 | $5,783,921 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
312 | $17,777 | |
| 3 | TD |
Toronto Dominion Bank
|
72 | $8,742 | |
| 4 | RY |
Royal Bank Of Canada
|
22 | $4,553 | |
| 5 | C |
Citigroup Inc
|
30 | $4,198 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
38 | $3,613 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
136 | $2,705 | |
| 8 | SAN |
Banco Santander, S.A.
|
184 | $2,539 |
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,777 | 312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,162 | 270 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $11,058 | 265 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||