CWM, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1535847 OMAHA, NE

Position in BAC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$68,812,623

-$7,471,167 QoQ

Shares Held

1,411,541

+1.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.0591970052587916.ToString("F0")% Shared 0.ToString("F0")% None 98.9408029947412.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. BAC ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	550,203	$161,847,714
2	BAC	Bank Of America Corp /De/ This page	1,411,541	$68,812,623
3	BNY	Bank of New York Mellon Corp	320,619	$38,035,031
4	WFC	Wells Fargo & Company/Mn	474,640	$37,786,090
5	C	Citigroup Inc	208,313	$23,624,777
6	HSBC	Hsbc Holdings PLC	173,240	$14,290,567
7	RY	Royal Bank Of Canada	48,738	$7,884,833
8	NTB	Bank of N.T. Butterfield & Son Ltd	33,464	$1,756,190

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$68,812,623	1,411,541	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$76,283,790	1,386,978	+18.0%	Shares	Sole	2026-01-26
2025-09-30	$60,629,599	1,175,220	+13.3%	Shares	Sole	2025-10-15
2025-06-30	$49,091,045	1,037,427	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$42,891,220	1,027,827	+6.4%	Shares	Sole	2025-05-01
2024-12-31	$42,469,983	966,325	+9.2%	Shares	Sole	2025-02-04
2024-09-30	$35,118,466	885,042	+13.4%	Shares	Sole	2024-10-08
2024-06-30	$31,037,581	780,427	+12.7%	Shares	Sole	2024-07-10
2024-03-31	$26,251,523	692,287	+19.1%	Shares	Sole	2024-04-05
2023-12-31	$19,578,667	581,487	+25.5%	Shares	Sole	2024-02-01
2023-09-30	$12,684,825	463,288	+27.6%	Shares	Sole	2023-10-11
2023-06-30	$10,416,420	363,068	+41.6%	Shares	Sole	2023-08-03
2023-03-31	$7,333,955	256,432	+16.8%	Shares	Sole	2023-05-01
2022-12-31	$7,274,178	219,631	+28.9%	Shares	Sole	2023-02-01
2022-09-30	$5,145,294	170,374	+9.1%	Shares	Sole	2022-10-27
2022-06-30	$4,862,319	156,194	+8.3%	Shares	Sole	2022-07-28
2022-03-31	$5,946,479	144,262	-11.1%	Shares	Sole	2022-04-21
2021-12-31	$7,220,904	162,304	+9.3%	Shares	Sole	2022-01-31
2021-06-30	$6,120,552	148,449	0.0%	Shares	Sole	2021-09-15
2021-03-31	$5,743,491	148,449	0.0%	Shares	Sole	2021-09-15
2020-12-31	$4,499,489	148,449	0.0%	Shares	Sole	2021-09-15
2020-09-30	$3,576,136	148,449	0.0%	Shares	Sole	2021-09-15
2020-06-30	$3,525,663	148,449	0.0%	Shares	Sole	2021-09-15
2020-03-31	$3,151,572	148,449	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.