Back to BAC-PS

BIRCH FINANCIAL GROUP, LLC → BAC-PS

BIRCH FINANCIAL GROUP, LLC BAC-PS Position History

BAC-PS

Quarters held
8
Latest value
$3M
Q3 2026
Peak value
$3.2M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$366K
Q1 2025$388K
Q2 2025$451K
Q3 2025$2.9M
Q4 2025$3M
Q1 2026$2.7M
Q2 2026$3.2M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M55.9K——
Q2 2026$3.2M56.0K——
Q1 2026$2.7M55.4K——
Q4 2025$3M55.3K——
Q3 2025$2.9M55.3K——
Q2 2025$451K9.5K——
Q1 2025$388K9.3K——
Q4 2024$366K8.3K——

Other funds holding BAC-PS

Other BIRCH FINANCIAL GROUP, LLC positions

AXP

AMERICAN EXPRESS CO

$22.9M
AXP

AMERICAN EXPRESS CO

$21M
AXP

AMERICAN EXPRESS CO

$20.6M
AXP

AMERICAN EXPRESS CO

$19M
AXP

American Express Company Common Stock

$18.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M