Generation Capital Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 2054384
PITTSFORD, NY
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,987,918
+$296,147 QoQ
Shares Held
34,888
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#1,466
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, 2026Generation Capital Management LLC holds $4,445,201 across 3 Banks - Diversified names. BAC ranks #2 (44.7% of the industry book) .
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,987,918 | 34,888 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,691,771 | 34,703 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,003,540 | 36,428 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,831,083 | 35,493 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,790,730 | 37,843 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,634,564 | 39,170 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,774,832 | 40,383 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||