Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,535,211
+$322,303 QoQ
Shares Held
44,493
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,319
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)
Derivatives in BAC
reported options exposure · as of Dec 31, 2022CallValue
$132,480
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SHUFRO ROSE & CO LLC holds $41,190,176 across 6 Banks - Diversified names. BAC ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
109,595 | $35,873,731 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
44,493 | $2,535,211 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
10,155 | $1,468,514 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
6,000 | $690,000 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,000 | $413,200 | |
| 6 | C |
Citigroup Inc
|
1,497 | $209,520 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,211 | 44,493 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,212,908 | 45,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,451,075 | 44,565 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,603,695 | 50,469 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,388,193 | 50,469 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,106,071 | 50,469 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,237,230 | 50,904 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,057,368 | 51,849 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,062,034 | 51,849 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,966,493 | 51,859 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,648,112 | 48,949 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,381,567 | 50,459 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,472,055 | 51,309 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,467,437 | 51,309 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,700,215 | 51,335 | Shares | Sole | 2023-01-25 | |
| 2022-12-31 | $132,480 | 4,000 | Call | Sole | 2023-01-25 | |
| 2022-09-30 | $1,568,859 | 51,949 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,557,558 | 50,034 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,062,401 | 50,034 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,226,012 | 50,034 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,098,982 | 49,446 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,042,781 | 49,546 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,988,549 | 51,397 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,560,874 | 51,497 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,404,422 | 58,299 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,400,561 | 58,971 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,257,304 | 59,223 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||