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Symphony Financial, Ltd. Co.

SEC CIK
0001800687
Latest filing
Aug 3, 2026

BAC holding history

Bank of America Corp in every 13F filed by Symphony Financial, Ltd. Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
18,548
Value
$1.07M
% of portfolio
0.1%
Quarters held
8
Since Q4 2023
Holdings of BAC by Symphony Financial, Ltd. Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,548$1.07M0.1%+1,824+10.9%AddedHolders
Q1 202616,724$803.7K0.1%+8,518+103.8%AddedHolders
Q4 20258,206$452.2K0.1%−1,259−13.3%ReducedHolders
Q3 20259,465$483.9K0.1%+2,695+39.8%AddedHolders
Q2 20256,770$442.6K0.1%+6,770NewHolders
Q3 20240$00.0%−6,147−100.0%Sold outHolders
Q2 20246,147$243.9K<0.1%+6+0.1%AddedHolders
Q1 20246,141$232.9K0.1%−1,364−18.2%ReducedHolders
Q4 20237,505$241.2K0.1%+7,505NewHolders