ALLIUM FINANCIAL ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2067277
LAKE OSWEGO, OR
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$583,817
+$84,471 QoQ
Shares Held
10,246
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,373
of 3,594 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $1,746,850 across 3 Banks - Diversified names. BAC ranks #2 (33.4% 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 | $583,817 | 10,246 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $499,346 | 10,243 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $565,125 | 10,275 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $526,475 | 10,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,314 | 10,573 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $457,694 | 10,968 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||