CALDWELL SUTTER CAPITAL, INC.

Position in BAC — Bank Of America Corp /De/

CIK 702007 SAUSALITO, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,174,300

+$167,857 QoQ

Shares Held

20,609

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,789

of 3,589 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. BAC ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,167	$2,345,974
2	BAC	Bank Of America Corp /De/ This page	20,609	$1,174,300
3	BNY	Bank of New York Mellon Corp	7,164	$1,035,986
4	WFC	Wells Fargo & Company/Mn	4,424	$365,599
5	C	Citigroup Inc	560	$78,377
6	BMO	Bank Of Montreal /Can/	442	$78,101
7	RY	Royal Bank Of Canada	375	$77,613
8	TD	Toronto Dominion Bank	259	$31,450

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,300	20,609	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$1,006,443	20,645	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$1,156,705	21,031	-0.5%	Shares	Sole	2026-01-30
2025-09-30	$1,090,354	21,135	+0.6%	Shares	Sole	2025-10-29
2025-06-30	$994,429	21,015	-0.7%	Shares	Sole	2025-07-11
2025-03-31	$883,048	21,161	+3.9%	Shares	Sole	2025-04-16
2024-12-31	$895,393	20,373	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$803,281	20,244	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$800,928	20,139	+7.2%	Shares	Sole	2024-07-23
2024-03-31	$712,554	18,791	-5.0%	Shares	Sole	2024-04-19
2023-12-31	$666,160	19,785	+0.1%	Shares	Sole	2024-01-19
2023-09-30	$541,001	19,759	-2.0%	Shares	Sole	2023-10-25
2023-06-30	$578,591	20,167	+126.5%	Shares	Sole	2023-07-19
2023-03-31	$254,625	8,903	+18.9%	Shares	Sole	2023-04-25
2022-12-31	$247,969	7,487	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.