Golden Reserve Retirement LLC

Pension

Position in BAC — Bank Of America Corp /De/

CIK 2066488 DUBLIN, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,252,477

+$705,892 QoQ

Shares Held

21,981

+96.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,747

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Golden Reserve Retirement LLC holds $4,869,959 across 4 Banks - Diversified names. BAC ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,656	$2,178,708
2	BAC	Bank Of America Corp /De/ This page	21,981	$1,252,477
3	C	Citigroup Inc	5,610	$785,175
4	WFC	Wells Fargo & Company/Mn	7,909	$653,599

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,477	21,981	+96.0%	Shares	Sole	2026-08-04
2026-03-31	$546,585	11,212	+65.4%	Shares	Sole	2026-04-20
2025-12-31	$372,735	6,777	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.