Goldstone Financial Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2040021
OAKBROOK TERRACE, IL
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,289,285
+$430,302 QoQ
Shares Held
40,177
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,388
of 3,595 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, 2026Goldstone Financial Group, LLC holds $9,930,229 across 3 Banks - Diversified names. BAC ranks #2 (23.1% 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 | $2,289,285 | 40,177 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,858,983 | 38,133 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,360,765 | 42,923 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,983,377 | 38,445 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,440,468 | 30,441 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,005,400 | 24,093 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $824,633 | 18,763 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $614,722 | 15,492 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $500,982 | 12,597 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $450,072 | 11,869 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $326,868 | 9,708 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $236,590 | 8,641 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $269,198 | 9,383 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $202,688 | 7,087 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||