Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$337,378
+$48,730 QoQ
Shares Held
5,921
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,844
of 3,594 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, 2026J.E. Simmons & Co., P.C. holds $1,714,644 across 3 Banks - Diversified names. BAC ranks #2 (19.7% 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 | $337,378 | 5,921 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $288,648 | 5,921 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $325,655 | 5,921 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||