Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,557,604
+$354,592 QoQ
Shares Held
44,886
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#1,315
of 3,594 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHAPMAN FINANCIAL GROUP, LLC holds $9,328,553 across 3 Banks - Diversified names. BAC ranks #2 (27.4% of the industry book) .
All Filings in BAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,557,604 | 44,886 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,203,012 | 45,190 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,556,675 | 46,485 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,400,740 | 46,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,225,412 | 47,029 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,844,933 | 41,978 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||