INDEPENDENT FINANCIAL GROUP, LLC
Position in BAC — Bank Of America Corp /De/
CIK 275484
SAN DIEGO, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,842,273
+$1,193,230 QoQ
Shares Held
102,532
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#920
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $26,614,552 across 9 Banks - Diversified names. BAC ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,575 | $14,263,404 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
102,532 | $5,842,273 | |
| 3 | C |
Citigroup Inc
|
17,061 | $2,387,857 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,711 | $2,042,117 | |
| 5 | SAN |
Banco Santander, S.A.
|
46,320 | $639,216 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,085 | $469,775 | |
| 7 | RY |
Royal Bank Of Canada
|
1,635 | $338,395 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,302 | $332,892 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,842,273 | 102,532 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,649,043 | 95,365 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,137,110 | 93,402 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,701,293 | 91,128 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,380,554 | 92,573 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,800,684 | 91,078 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,929,965 | 89,419 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,755,592 | 94,647 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $4,054,432 | 101,947 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,811,768 | 74,150 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,702,051 | 80,251 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,273,005 | 83,017 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,537,171 | 88,434 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,703,615 | 94,532 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $2,564,746 | 77,438 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $2,184,305 | 72,328 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,292,537 | 73,644 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,181,771 | 77,190 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,345,025 | 75,186 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $3,059,329 | 72,069 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $2,757,751 | 66,887 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,528,275 | 65,347 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $1,823,298 | 60,155 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $1,570,643 | 65,199 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,415,405 | 59,596 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $1,253,631 | 59,050 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||