CABOT WEALTH MANAGEMENT INC

Position in BAC — Bank Of America Corp /De/

CIK 1016683 SALEM, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$210,598

-$5,057 QoQ

Shares Held

3,696

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,236

of 3,594 holders

Holding Since

Mar 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $26,245,916 across 4 Banks - Diversified names. BAC ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,122	$23,935,024
2	C	Citigroup Inc	9,773	$1,367,829
3	TD	Toronto Dominion Bank	6,032	$732,465
4	BAC	Bank Of America Corp /De/ This page	3,696	$210,598

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,598	3,696	-5.7%	Shares	Sole	2026-07-31
2025-12-31	$215,655	3,921	-53.4%	Shares	Sole	2026-02-03
2021-06-30	$347,032	8,417	+1.9%	Shares	Sole	2021-07-26
2021-03-31	$319,618	8,261	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.