Position in BAC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,104,151
-$634,689 QoQ
Shares Held
166,239
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 61.237969201154954.ToString("F0")%
Shared 0.ToString("F0")%
None 38.762030798845046.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026RWA WEALTH PARTNERS, LLC holds $154,503,862 across 9 Banks - Diversified names. BAC ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,917 | $114,992,144 | |
| 2 | C |
Citigroup Inc
|
143,889 | $16,318,451 | |
| 3 | SAN |
Banco Santander, S.A.
|
777,198 | $8,766,793 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
166,239 | $8,104,151 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,264 | $2,409,316 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,077 | $1,788,584 | |
| 7 | RY |
Royal Bank Of Canada
|
6,839 | $1,106,413 | |
| 8 | BCS |
Barclays PLC
|
36,076 | $763,368 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,104,151 | 166,239 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,738,840 | 158,888 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,818,515 | 151,551 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,232,199 | 152,836 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,412,589 | 129,705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,109,532 | 139,011 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,991,623 | 125,797 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,460,921 | 112,168 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,271,952 | 112,657 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,914,204 | 116,252 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,218,437 | 81,024 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,067,924 | 246,355 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,301,867 | 220,345 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,136,730 | 215,481 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,275,499 | 207,798 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,277,364 | 201,650 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,938,559 | 192,590 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,373,106 | 188,202 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,809,823 | 183,977 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,468,690 | 181,147 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $11,355,360 | 293,496 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $7,582,895 | 250,178 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,346,751 | 221,949 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,948,811 | 208,371 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $4,107,240 | 193,464 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||