Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$651,395
+$97,742 QoQ
Shares Held
11,432
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,279
of 3,594 holders
Holding Since
Sep 2025
4 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, 2026Berman McAleer LLC holds $3,185,988 across 3 Banks - Diversified names. BAC ranks #2 (20.4% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,395 | 11,432 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $553,653 | 11,357 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $620,510 | 11,282 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $688,932 | 13,354 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||