LifeGoal Investments, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2054684 SARATOGA SPRINGS, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$329,857

New position

Shares Held

5,789

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#2,870

of 3,594 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LifeGoal Investments, LLC holds $1,471,818 across 4 Banks - Diversified names. BAC ranks #2 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,243	$734,201
2	BAC	Bank Of America Corp /De/ This page	5,789	$329,857
3	C	Citigroup Inc	1,893	$264,944
4	SAN	Banco Santander, S.A.	10,349	$142,816

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,857	5,789	—	Shares	Sole	2026-07-08
No filing history on record for this holder in this stock.