WESPAC Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1484540 ORINDA, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$884,614

+$132,061 QoQ

Shares Held

15,525

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#2,022

of 3,589 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $2,977,153 across 4 Banks - Diversified names. BAC ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	56,504	$1,415,990
2	BAC	Bank Of America Corp /De/ This page	15,525	$884,614
3	JPM	Jpmorgan Chase & Co	1,389	$454,661
4	WFC	Wells Fargo & Company/Mn	2,685	$221,888

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,614	15,525	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$752,553	15,437	-26.0%	Shares	Sole	2026-04-29
2025-12-31	$1,147,300	20,860	+20.4%	Shares	Sole	2026-01-14
2025-09-30	$893,538	17,320	-8.0%	Shares	Sole	2025-10-27
2025-06-30	$890,846	18,826	+0.0%	Shares	Sole	2025-07-23
2025-03-31	$785,483	18,823	-1.1%	Shares	Sole	2025-05-01
2024-12-31	$836,588	19,035	+35.8%	Shares	Sole	2025-02-04
2024-09-30	$556,392	14,022	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$557,495	14,018	-0.3%	Shares	Sole	2024-07-30
2024-03-31	$533,382	14,066	0.0%	Shares	Sole	2024-04-24
2023-12-31	$473,602	14,066	0.0%	Shares	Sole	2024-01-26
2023-09-30	$385,127	14,066	-17.1%	Shares	Sole	2023-10-26
2023-06-30	$486,783	16,967	+13.4%	Shares	Sole	2023-07-28
2023-03-31	$428,027	14,966	-49.9%	Shares	Sole	2023-04-27
2022-12-31	$988,764	29,854	+2.6%	Shares	Sole	2023-02-01
2022-09-30	$878,578	29,092	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.