Capital Squared Financial LLC

SEC CIK: 0002128691
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

BAC holding history

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

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 33,760
Value: $1.92M
% of portfolio: 1.3%
Quarters held: 4; Since Q3 2025

Holdings of BAC by Capital Squared Financial LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,760	$1.92M	1.3%	+120.0%	Added	Holders
Q1 2026	33,748	$1.65M	1.3%	+22+0.1%	Added	Holders
Q4 2025	33,726	$1.85M	1.4%	+2,042+6.4%	Added	Holders
Q3 2025	31,684	$1.63M	1.4%	+31,684	New	Holders