Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,191,335
+$489,415 QoQ
Shares Held
56,008
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#1,195
of 3,595 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIRCH FINANCIAL GROUP, LLC holds $5,277,801 across 4 Banks - Diversified names. BAC ranks #1 (60.5% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,191,335 | 56,008 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,701,920 | 55,424 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,041,885 | 55,307 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,853,133 | 55,304 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $451,243 | 9,536 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $387,713 | 9,291 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $365,620 | 8,319 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||