SEC 13F Intelligence

Birch Financial Group, LLC / BAC

Birch Financial Group, LLC’s Bank America Corp Position

Does Birch Financial Group, LLC own Bank America Corp (BAC)? Yes77.9K shares worth $4M (+2.24% of its 13F portfolio) as of Q1 2026, down from 80.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
77.9K
% of Portfolio
+2.24%
Quarters Held
3
currently held

Position History BAC

Reported value by quarter
Q3 ’25: $674,485Q3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.9K$4M+2.24%
Q4 202580.0K$4M+2.31%
Q3 202516.0K$674,485+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Financial Group, LLC’s full portfolio or all institutional holders of BAC.