Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$484,159
+$69,979 QoQ
Shares Held
8,497
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,522
of 3,595 holders
Holding Since
Dec 2025
3 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, 2026Asset Advisory Group, Inc. holds $3,349,749 across 3 Banks - Diversified names. BAC ranks #2 (14.5% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,159 | 8,497 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $414,180 | 8,496 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $467,225 | 8,495 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||