Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$149,287
+$21,562 QoQ
Shares Held
2,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,323
of 3,594 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BankPlus Trust Department holds $10,826,745 across 4 Banks - Diversified names. BAC ranks #3 (1.4% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,287 | 2,620 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $127,725 | 2,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $144,100 | 2,620 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $135,165 | 2,620 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $123,978 | 2,620 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $110,834 | 2,656 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $116,731 | 2,656 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||