CREATIVE FINANCIAL DESIGNS INC /ADV
Position in BAC — Bank Of America Corp /De/
CIK 819864
KOKOMO, IN
Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,000,112
+$111,546 QoQ
Shares Held
17,552
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,932
of 3,589 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. BAC ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
27,872 | $3,900,965 | |
| 2 | RY |
Royal Bank Of Canada
|
10,436 | $2,159,938 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,461 | $1,787,549 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
17,552 | $1,000,112 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,990 | $164,453 | |
| 6 | UBS |
UBS Group AG
|
2,909 | $144,170 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
213 | $20,254 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,292 | $17,829 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,112 | 17,552 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $888,566 | 18,227 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $978,615 | 17,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $960,657 | 18,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,195,776 | 25,270 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,498,273 | 35,904 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,931,442 | 157,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,521,844 | 164,361 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,074,827 | 152,749 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,580,155 | 147,156 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,010,836 | 148,822 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,465,459 | 126,569 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,430,549 | 119,573 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,807,519 | 98,165 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,570,608 | 77,615 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,560,899 | 84,798 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,167,986 | 69,643 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,204,280 | 53,476 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $158,651 | 3,566 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $132,359 | 3,118 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $79,326 | 1,924 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $72,040 | 1,862 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $56,437 | 1,862 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $47,216 | 1,960 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $305,615 | 12,868 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $244,357 | 11,510 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||