Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$412,022
+$127,761 QoQ
Shares Held
7,231
+24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,668
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, 2026Obermeyer Wealth Partners holds $14,542,683 across 6 Banks - Diversified names. BAC ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,759 | $11,050,333 | |
| 2 | RY |
Royal Bank Of Canada
|
7,684 | $1,590,357 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,340 | $937,137 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
7,231 | $412,022 | |
| 5 | C |
Citigroup Inc
|
2,503 | $350,319 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,761 | $202,515 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,022 | 7,231 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $284,261 | 5,831 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $378,455 | 6,881 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $284,673 | 5,518 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $265,891 | 5,619 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $231,476 | 5,547 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $289,674 | 6,591 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $428,742 | 10,805 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $515,339 | 12,958 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $425,803 | 11,229 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $318,383 | 9,456 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $259,398 | 9,474 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $325,172 | 11,334 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $314,743 | 11,005 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $383,165 | 11,569 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $288,832 | 9,564 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $568,122 | 18,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $569,990 | 13,828 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $599,636 | 13,478 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $583,008 | 13,734 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,129,207 | 27,388 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,080,456 | 27,926 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $27,893,595 | 920,277 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $22,194,430 | 921,313 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $21,451,071 | 903,203 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $24,192,540 | 1,139,545 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||