Atala Financial Inc

Position in BAC — Bank Of America Corp /De/

CIK 2053756 CALABASAS, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$393,332

+$56,811 QoQ

Shares Held

6,903

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,707

of 3,594 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atala Financial Inc holds $2,409,524 across 4 Banks - Diversified names. BAC ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,146	$1,029,780
2	WFC	Wells Fargo & Company/Mn	7,394	$611,040
3	BAC	Bank Of America Corp /De/ This page	6,903	$393,332
4	C	Citigroup Inc	2,682	$375,372

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,332	6,903	0.0%	Shares	Sole	2026-07-23
2026-03-31	$336,521	6,903	+1.8%	Shares	Sole	2026-04-10
2025-12-31	$372,790	6,778	0.0%	Shares	Sole	2026-01-23
2025-09-30	$349,677	6,778	0.0%	Shares	Sole	2025-11-04
2025-06-30	$320,734	6,778	0.0%	Shares	Sole	2025-08-07
2025-03-31	$282,845	6,778	0.0%	Shares	Sole	2025-04-23
2024-12-31	$297,893	6,778	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.