Stonebridge Financial Group, LLC/CA

Position in BAC — Bank Of America Corp /De/

CIK 2142299 SAN RAFAEL, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$851,737

New position

Shares Held

14,948

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,049

of 3,594 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stonebridge Financial Group, LLC/CA holds $10,700,495 across 5 Banks - Diversified names. BAC ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,963	$3,588,518
2	C	Citigroup Inc	23,635	$3,307,954
3	SAN	Banco Santander, S.A.	158,068	$2,181,338
4	BAC	Bank Of America Corp /De/ This page	14,948	$851,737
5	WFC	Wells Fargo & Company/Mn	9,329	$770,948

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,737	14,948	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.