Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$204,045
-$8,310 QoQ
Shares Held
3,581
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,272
of 3,594 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $3,897,971 across 3 Banks - Diversified names. BAC ranks #3 (5.2% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,045 | 3,581 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $212,355 | 3,861 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $216,523 | 4,197 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $222,735 | 4,707 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||