Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,338,288
+$212,797 QoQ
Shares Held
23,487
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,711
of 3,595 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hickory Point Bank & Trust holds $5,855,342 across 6 Banks - Diversified names. BAC ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,342 | $2,075,925 | |
| 2 | C |
Citigroup Inc
|
11,138 | $1,558,873 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
23,487 | $1,338,288 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,997 | $578,006 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,800 | $231,392 | |
| 6 | TD |
Toronto Dominion Bank
|
600 | $72,858 |
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,288 | 23,487 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,125,491 | 23,087 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,177,715 | 21,413 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,101,756 | 21,356 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,011,748 | 21,381 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $885,218 | 21,213 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $903,963 | 20,568 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||