SHEETS SMITH WEALTH MANAGEMENT
Position in BAC — Bank Of America Corp /De/
CIK 1157436
WINSTON-SALEM, NC
Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$707,406
+$102,858 QoQ
Shares Held
12,415
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,204
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $11,797,750 across 6 Banks - Diversified names. BAC ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,451 | $7,676,215 | |
| 2 | BCS |
Barclays PLC
|
39,467 | $1,060,083 | |
| 3 | C |
Citigroup Inc
|
7,345 | $1,028,006 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,773 | $725,000 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
12,415 | $707,406 | |
| 6 | RY |
Royal Bank Of Canada
|
2,904 | $601,040 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,406 | 12,415 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $604,548 | 12,401 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,631,630 | 29,666 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,556,263 | 30,166 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $625,381 | 13,216 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $555,927 | 13,322 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $618,244 | 14,067 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $553,258 | 13,943 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $574,199 | 14,438 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $547,147 | 14,429 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $485,622 | 14,423 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $394,737 | 14,417 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $410,582 | 14,311 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $388,445 | 13,582 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $444,867 | 13,432 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $402,324 | 13,322 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $418,200 | 13,434 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $641,960 | 15,574 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $661,744 | 14,874 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $631,740 | 14,882 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $650,980 | 15,789 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $610,876 | 15,789 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $467,198 | 15,414 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $371,323 | 15,414 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $366,082 | 15,414 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $327,239 | 15,414 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||