Segment Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1575581 HOUSTON, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$487,919

+$5,733 QoQ

Shares Held

8,563

-13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,518

of 3,595 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $20,679,048 across 4 Banks - Diversified names. BAC ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,319	$18,762,228
2	WFC	Wells Fargo & Company/Mn	13,392	$1,106,714
3	BAC	Bank Of America Corp /De/ This page	8,563	$487,919
4	C	Citigroup Inc	2,302	$322,187

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,919	8,563	-13.4%	Shares	Sole	2026-07-16
2026-03-31	$482,186	9,891	+3.3%	Shares	Sole	2026-04-20
2025-12-31	$526,845	9,579	+11.9%	Shares	Sole	2026-01-29
2025-09-30	$441,765	8,563	0.0%	Shares	Sole	2025-10-20
2025-06-30	$405,201	8,563	+2.1%	Shares	Sole	2025-07-21
2025-03-31	$350,114	8,390	+65.9%	Shares	Sole	2025-04-22
2024-12-31	$222,299	5,058	-2.5%	Shares	Sole	2025-01-17
2024-09-30	$205,939	5,190	-2.5%	Shares	Sole	2024-10-22
2024-06-30	$211,655	5,322	-6.3%	Shares	Sole	2024-07-23
2024-03-31	$215,423	5,681	-32.0%	Shares	Sole	2024-04-24
2023-03-31	$239,038	8,358	0.0%	Shares	Sole	2023-04-20
2022-12-31	$276,816	8,358	0.0%	Shares	Sole	2023-01-13
2022-09-30	$252,411	8,358	-2.6%	Shares	Sole	2022-10-24
2022-06-30	$267,219	8,584	-46.2%	Shares	Sole	2022-07-20
2022-03-31	$658,200	15,968	+5.3%	Shares	Sole	2022-04-25
2021-12-31	$674,557	15,162	+50.7%	Shares	Sole	2022-01-24
2021-09-30	$427,004	10,059	-12.4%	Shares	Sole	2021-10-19
2021-06-30	$473,196	11,477	0.0%	Shares	Sole	2021-07-20
2021-03-31	$444,045	11,477	+5.2%	Shares	Sole	2021-05-10
2020-12-31	$330,560	10,906	+1.7%	Shares	Sole	2021-01-27
2020-09-30	$258,437	10,728	-2.3%	Shares	Sole	2020-10-27
2020-06-30	$260,680	10,976	-15.5%	Shares	Sole	2020-07-15
2020-03-31	$275,777	12,990	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.