Greenwich Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1439805 GREENWICH, CT

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,645,012

+$200,696 QoQ

Shares Held

28,870

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,581

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $13,821,453 across 5 Banks - Diversified names. BAC ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCS	Barclays PLC	272,283	$7,313,521
2	JPM	Jpmorgan Chase & Co	13,236	$4,332,539
3	BAC	Bank Of America Corp /De/ This page	28,870	$1,645,012
4	WFC	Wells Fargo & Company/Mn	3,234	$267,257
5	C	Citigroup Inc	1,880	$263,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,645,012	28,870	-2.6%	Shares	Sole	2026-08-12
2026-03-31	$1,444,316	29,627	+2.4%	Shares	Sole	2026-05-12
2025-12-31	$1,591,535	28,937	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,491,518	28,911	+6.9%	Shares	Sole	2025-11-12
2025-06-30	$1,280,289	27,056	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,128,838	27,051	-9.2%	Shares	Sole	2025-05-12
2024-12-31	$1,309,841	29,803	+10.0%	Shares	Sole	2025-02-10
2024-09-30	$1,075,288	27,099	-1.8%	Shares	Sole	2024-10-29
2024-06-30	$1,097,174	27,588	-3.3%	Shares	Sole	2024-08-09
2024-03-31	$1,081,478	28,520	-3.3%	Shares	Sole	2024-05-13
2023-12-31	$993,062	29,494	+10.0%	Shares	Sole	2024-02-01
2023-09-30	$734,304	26,819	-1.8%	Shares	Sole	2023-11-07
2023-06-30	$783,495	27,309	+1.3%	Shares	Sole	2023-07-31
2023-03-31	$771,170	26,964	-0.1%	Shares	Sole	2023-04-24
2022-12-31	$893,941	26,991	-1.1%	Shares	Sole	2023-02-06
2022-09-30	$824,339	27,296	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$833,692	26,781	-5.0%	Shares	Sole	2022-08-08
2022-03-31	$1,162,404	28,200	+0.3%	Shares	Sole	2022-05-11
2021-12-31	$1,250,702	28,112	-1.0%	Shares	Sole	2022-01-28
2021-09-30	$1,205,664	28,402	+0.5%	Shares	Sole	2021-10-19
2021-06-30	$1,165,324	28,264	-1.6%	Shares	Sole	2021-07-27
2021-03-31	$1,111,641	28,732	-4.0%	Shares	Sole	2021-05-06
2020-12-31	$907,329	29,935	+2.3%	Shares	Sole	2021-02-12
2020-09-30	$704,777	29,256	+1.2%	Shares	Sole	2020-10-29
2020-06-30	$686,398	28,901	-78.4%	Shares	Sole	2020-08-11
2020-03-31	$2,837,962	133,677	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.