BURNEY CO/

Position in BAC — Bank Of America Corp /De/

CIK 940445 RESTON, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$764,101

+$192,605 QoQ

Shares Held

13,410

+14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,143

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. BAC ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	161,718	$22,634,051
2	JPM	Jpmorgan Chase & Co	52,628	$17,226,722
3	BNY	Bank of New York Mellon Corp	82,542	$11,936,398
4	WFC	Wells Fargo & Company/Mn	54,481	$4,502,309
5	TD	Toronto Dominion Bank	8,070	$979,940
6	RY	Royal Bank Of Canada	4,339	$898,042
7	BAC	Bank Of America Corp /De/ This page	13,410	$764,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,101	13,410	+14.4%	Shares	Sole	2026-07-15
2026-03-31	$571,496	11,723	-65.3%	Shares	Sole	2026-04-29
2025-12-31	$1,859,825	33,815	+10.4%	Shares	Sole	2026-01-23
2025-09-30	$1,580,408	30,634	-2.4%	Shares	Sole	2025-10-16
2025-06-30	$1,485,327	31,389	-14.5%	Shares	Sole	2025-08-05
2025-03-31	$1,532,534	36,725	-19.5%	Shares	Sole	2025-05-06
2024-12-31	$2,004,076	45,599	-1.1%	Shares	Sole	2025-01-14
2024-09-30	$1,829,724	46,112	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$1,852,963	46,592	-0.6%	Shares	Sole	2024-07-29
2024-03-31	$1,778,144	46,892	-1.1%	Shares	Sole	2024-05-22
2023-12-31	$1,596,025	47,402	-0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,298,386	47,421	+27.2%	Shares	Sole	2023-11-08
2023-06-30	$1,069,907	37,292	-1.4%	Shares	Sole	2023-08-09
2023-03-31	$1,081,194	37,804	-6.9%	Shares	Sole	2023-05-10
2022-12-31	$1,344,936	40,608	-3.3%	Shares	Defined	2023-02-06
2022-09-30	$1,268,641	42,008	-3.8%	Shares	Defined	2022-11-15
2022-06-30	$1,359,914	43,685	-1.5%	Shares	Defined	2022-08-12
2022-03-31	$1,827,818	44,343	-9.0%	Shares	Defined	2022-05-09
2021-12-31	$2,168,086	48,732	-1.9%	Shares	Defined	2022-02-11
2021-09-30	$2,108,618	49,673	-1.1%	Shares	Defined	2021-11-12
2021-06-30	$2,070,488	50,218	-1.3%	Shares	Defined	2021-08-06
2021-03-31	$1,969,050	50,893	+14.5%	Shares	Defined	2021-05-13
2020-12-31	$1,347,703	44,464	-13.0%	Shares	Sole	2021-02-11
2020-09-30	$1,231,118	51,105	-6.5%	Shares	Defined	2020-12-14
2020-06-30	$1,298,008	54,653	-1.9%	Shares	Defined	2020-08-13
2020-03-31	$1,183,169	55,731	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.