MONEY CONCEPTS CAPITAL CORP
Position in BAC — Bank Of America Corp /De/
CIK 716851
PALM BEACH GARDENS, FL
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$429,230
+$29,529 QoQ
Shares Held
7,533
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,628
of 3,594 holders
Holding Since
Mar 2022
8 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, 2026MONEY CONCEPTS CAPITAL CORP holds $5,080,904 across 4 Banks - Diversified names. BAC ranks #3 (8.4% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,230 | 7,533 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $399,701 | 8,199 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $273,020 | 4,964 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $246,703 | 4,782 | Shares | Sole | 2025-11-04 | |
| 2022-12-31 | $1,136,579 | 34,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $161,479 | 5,347 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $65,092 | 2,091 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,191,752 | 28,912 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||