Yoffe Investment Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2056336
LEMOYNE, PA
Position in BAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$317,549
+$45,866 QoQ
Shares Held
5,573
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,901
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, 2026Yoffe Investment Management, LLC holds $4,083,734 across 4 Banks - Diversified names. BAC ranks #4 (7.8% 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 | $317,549 | 5,573 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $271,683 | 5,573 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $306,515 | 5,573 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $287,511 | 5,573 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $263,714 | 5,573 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $232,561 | 5,573 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $244,933 | 5,573 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||