Focus Partners Wealth

Position in BAC — Bank Of America Corp /De/

CIK 1542153 ST LOUIS, MO

Position in BAC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$169,834,323

-$25,156,022 QoQ

Shares Held

3,483,781

-1.7% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 71.73013087370774.ToString("F0")% Shared 0.24582638904606882.ToString("F0")% None 28.0240427372462.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. BAC ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,107,487	$914,098,375
2	BAC	Bank Of America Corp /De/ This page	3,483,781	$169,834,323
3	C	Citigroup Inc	709,877	$80,507,150
4	WFC	Wells Fargo & Company/Mn	725,628	$57,767,245
5	BNY	Bank of New York Mellon Corp	349,135	$41,417,885
6	RY	Royal Bank Of Canada	198,124	$32,052,500
7	BCS	Barclays PLC	352,123	$7,450,922
8	MUFG	Mitsubishi Ufj Financial Group Inc	324,017	$5,498,568

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$169,834,323	3,483,781	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$194,990,345	3,545,279	+29.9%	Shares	Sole	2026-02-13
2025-09-30	$140,805,154	2,729,311	+4.5%	Shares	Sole	2025-11-14
2025-06-30	$123,553,087	2,611,012	+4.0%	Shares	Sole	2025-08-14
2025-03-31	$104,729,321	2,509,689	-2.8%	Shares	Sole	2025-05-20
2024-12-31	$113,502,676	2,582,541	-6.4%	Shares	Sole	2025-05-29
2024-09-30	$109,470,176	2,758,825	+29.9%	Shares	Sole	2024-11-14
2024-06-30	$84,466,349	2,123,871	+210.8%	Shares	Sole	2024-08-15
2024-03-31	$25,914,338	683,395	+60.5%	Shares	Sole	2024-05-16
2023-12-31	$14,335,036	425,751	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.