Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,598,516
+$990,068 QoQ
Shares Held
28,054
+124.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,603
of 3,595 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$536,250
PutShares
11,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Brookwood Investment Group LLC holds $3,312,435 across 3 Banks - Diversified names. BAC ranks #1 (48.3% 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 | $1,598,516 | 28,054 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $536,250 | 11,000 | Put | Sole | 2026-05-04 | |
| 2026-03-31 | $608,448 | 12,481 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $671,275 | 12,205 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $657,617 | 12,747 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,004,698 | 21,232 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,715,812 | 41,117 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||