Legacy Edge Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2105396 SYOSSET, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$375,099

+$54,178 QoQ

Shares Held

6,583

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,747

of 3,594 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Edge Advisors, LLC holds $3,776,307 across 4 Banks - Diversified names. BAC ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,830	$2,890,323
2	BAC	Bank Of America Corp /De/ This page	6,583	$375,099
3	C	Citigroup Inc	2,057	$287,897
4	BNY	Bank of New York Mellon Corp	1,542	$222,988

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,099	6,583	0.0%	Shares	Sole	2026-08-11
2026-03-31	$320,921	6,583	-3.6%	Shares	Sole	2026-05-11
2025-12-31	$375,705	6,831	+8.4%	Shares	Sole	2026-02-02
2025-06-30	$298,305	6,304	0.0%	Shares	Sole	2026-08-17
2025-03-31	$263,065	6,304	+5.4%	Shares	Sole	2026-08-17
2024-12-31	$262,821	5,980	-0.7%	Shares	Sole	2026-08-17
2024-09-30	$238,992	6,023	-3.1%	Shares	Sole	2026-08-17
2024-06-30	$247,091	6,213	—	Shares	Sole	2026-08-17
No filing history on record for this holder in this stock.