Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$967,121
+$146,415 QoQ
Shares Held
16,973
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#1,954
of 3,594 holders
Holding Since
Dec 2024
7 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, 2026Warburton Capital Management, LLC holds $1,755,100 across 3 Banks - Diversified names. BAC ranks #1 (55.1% 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 | $967,121 | 16,973 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $820,706 | 16,835 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $893,145 | 16,239 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $822,860 | 15,950 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $743,823 | 15,719 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $636,382 | 15,250 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $648,438 | 14,754 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||