BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1352860
BLUE BELL, PA
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$492,990
+$69,548 QoQ
Shares Held
8,652
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,507
of 3,595 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $2,820,333 across 5 Banks - Diversified names. BAC ranks #3 (17.5% of the industry book) .
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,990 | 8,652 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $423,442 | 8,686 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $487,685 | 8,867 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $451,928 | 8,760 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $242,136 | 5,117 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $221,294 | 5,303 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $212,937 | 4,845 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $188,360 | 4,747 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $177,692 | 4,468 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $169,426 | 4,468 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $147,811 | 4,390 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $115,105 | 4,204 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $125,949 | 4,390 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $109,509 | 3,829 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $132,976 | 4,015 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $149,610 | 4,954 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $154,218 | 4,954 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $168,136 | 4,079 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $181,474 | 4,079 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||