Concord Asset Management, LLC/VA
Position in BAC — Bank Of America Corp /De/
CIK 2031885
ABINGDON, VA
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,599,029
+$232,859 QoQ
Shares Held
28,063
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,601
of 3,594 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $13,468,817 across 4 Banks - Diversified names. BAC ranks #3 (11.9% of the industry book) .
All Filings in BAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,029 | 28,063 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,366,170 | 28,024 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,445,180 | 26,276 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,357,642 | 26,316 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,557,537 | 32,915 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,124,748 | 26,953 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $761,477 | 17,326 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $629,642 | 15,868 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $619,377 | 15,574 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,835,479 | 48,404 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,347,237 | 40,013 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $824,767 | 30,123 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $657,603 | 22,921 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $497,983 | 17,412 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||