Institute for Wealth Management, LLC.
Position in BAC — Bank Of America Corp /De/
CIK 1533954
DENVER, CO
Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,454,639
+$626,399 QoQ
Shares Held
78,179
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,043
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,427,661 across 12 Banks - Diversified names. BAC ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,662 | $5,126,642 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
78,179 | $4,454,639 | |
| 3 | C |
Citigroup Inc
|
15,061 | $2,107,937 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,691 | $552,944 | |
| 5 | RY |
Royal Bank Of Canada
|
341 | $70,576 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
354 | $62,551 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
670 | $15,798 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
548 | $10,899 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,454,639 | 78,179 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,828,240 | 78,528 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,268,055 | 77,601 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,045,171 | 78,410 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,752,476 | 79,300 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,330,763 | 79,817 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,502,331 | 79,689 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,187,970 | 80,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,242,289 | 81,526 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,098,936 | 81,723 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,753,296 | 81,773 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,246,529 | 82,050 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,288,773 | 79,776 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,185,583 | 76,419 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,565,177 | 77,451 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,508,261 | 83,055 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,587,432 | 83,117 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,926,081 | 95,247 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,186,864 | 94,108 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,016,024 | 94,606 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,869,889 | 93,861 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,664,368 | 94,711 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,949,678 | 97,317 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,306,448 | 95,743 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,317,358 | 97,573 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,059,458 | 97,007 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||