Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$372,820
-$100,493 QoQ
Shares Held
6,543
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,756
of 3,594 holders
Holding Since
Sep 2024
8 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, 2026Copley Financial Group, Inc. holds $1,854,359 across 4 Banks - Diversified names. BAC ranks #3 (20.1% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,820 | 6,543 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $473,313 | 9,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,985 | 10,527 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $592,820 | 11,491 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $577,114 | 12,196 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $555,301 | 13,307 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $587,523 | 13,368 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $549,925 | 13,859 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||