GWN SECURITIES INC.
Broker-DealerPosition in BAC — Bank Of America Corp /De/
CIK 1265905
Palm Beach Gardens, FL
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$820,341
+$237,974 QoQ
Shares Held
14,397
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,080
of 3,594 holders
Holding Since
Dec 2024
7 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, 2026GWN SECURITIES INC. holds $4,714,198 across 4 Banks - Diversified names. BAC ranks #2 (17.4% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,341 | 14,397 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $582,367 | 11,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $537,570 | 9,774 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $459,666 | 8,910 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $332,233 | 7,021 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,227,200 | 149,226 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,181,815 | 26,890 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||