TD PRIVATE CLIENT WEALTH LLC

Position in BAC — Bank Of America Corp /De/

CIK 1551017 NEW YORK, NY

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,686,605

-$2,423,485 QoQ

Shares Held

82,250

-43.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,025

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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. BAC ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,249	$22,994,605
2	WFC	Wells Fargo & Company/Mn	105,248	$8,697,694
3	C	Citigroup Inc	38,884	$5,442,204
4	BAC	Bank Of America Corp /De/ This page	82,250	$4,686,605
5	TD	Toronto Dominion Bank	14,710	$1,786,235
6	BNY	Bank of New York Mellon Corp	6,305	$911,766
7	ING	Ing Groep NV	13,080	$410,450
8	BCS	Barclays PLC	11,624	$312,220

All Filings in BAC

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,686,605	82,250	-43.6%	Shares	Defined	2026-08-04
2026-03-31	$7,110,090	145,848	-6.9%	Shares	Defined	2026-04-27
2025-12-31	$8,613,660	156,612	-0.6%	Shares	Defined	2026-02-05
2025-09-30	$8,129,397	157,577	+1.7%	Shares	Defined	2025-10-27
2025-06-30	$7,334,741	155,003	+4.6%	Shares	Defined	2025-07-15
2025-03-31	$6,184,719	148,208	+7.3%	Shares	Defined	2025-04-29
2024-12-31	$6,071,384	138,143	-3.1%	Shares	Defined	2025-02-11
2024-09-30	$5,655,987	142,540	+5.5%	Shares	Defined	2024-11-18
2024-06-30	$5,372,211	135,082	+2.6%	Shares	Defined	2024-08-14
2024-03-31	$4,994,215	131,704	+11.7%	Shares	Defined	2024-08-16
2023-12-31	$3,969,019	117,880	-24.3%	Shares	Defined	2024-08-16
2023-09-30	$4,266,132	155,812	+22.6%	Shares	Defined	2024-08-16
2023-06-30	$3,645,867	127,078	-10.3%	Shares	Defined	2024-08-16
2023-03-31	$4,051,476	141,660	+1.2%	Shares	Defined	2024-08-16
2022-12-31	$4,635,408	139,958	+24.2%	Shares	Defined	2024-08-16
2022-09-30	$3,403,026	112,683	+5.0%	Shares	Defined	2024-08-16
2022-06-30	$3,341,245	107,332	+0.6%	Shares	Defined	2024-08-16
2022-03-31	$4,399,946	106,743	+2.6%	Shares	Defined	2024-08-16
2021-12-31	$4,630,207	104,073	-38.6%	Shares	Defined	2024-08-16
2021-09-30	$7,191,581	169,413	+0.4%	Shares	Defined	2024-08-16
2021-06-30	$6,958,098	168,763	-7.7%	Shares	Defined	2024-08-16
2021-03-31	$7,072,996	182,812	+2.3%	Shares	Defined	2024-08-16
2020-12-31	$5,418,579	178,772	-9.2%	Shares	Defined	2024-08-16
2020-09-30	$4,741,996	196,845	-2.9%	Shares	Defined	2024-08-16
2020-06-30	$4,812,248	202,621	-3.6%	Shares	Defined	2024-08-16
2020-03-31	$4,461,781	210,164	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.