BIP Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1590214 ATLANTA, GA

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,074,983

+$516,202 QoQ

Shares Held

36,416

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,445

of 3,594 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. BAC ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,948	$4,892,928
2	BAC	Bank Of America Corp /De/ This page	36,416	$2,074,983
3	WFC	Wells Fargo & Company/Mn	11,054	$913,502
4	RY	Royal Bank Of Canada	3,478	$719,841
5	C	Citigroup Inc	4,577	$640,596
6	BNY	Bank of New York Mellon Corp	1,506	$217,782
7	SAN	Banco Santander, S.A.	12,609	$174,004

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,074,983	36,416	+13.9%	Shares	Sole	2026-08-03
2026-03-31	$1,558,781	31,975	-6.5%	Shares	Sole	2026-04-27
2025-12-31	$1,881,165	34,203	+45.8%	Shares	Sole	2026-01-21
2025-09-30	$1,209,888	23,452	+13.9%	Shares	Sole	2025-10-30
2025-06-30	$974,176	20,587	-4.2%	Shares	Sole	2025-07-31
2025-03-31	$896,819	21,491	-4.0%	Shares	Sole	2025-05-02
2024-12-31	$983,732	22,383	+18.8%	Shares	Sole	2025-02-14
2024-09-30	$747,848	18,847	+0.4%	Shares	Sole	2024-11-07
2024-06-30	$746,602	18,773	+3.8%	Shares	Sole	2024-08-08
2024-03-31	$685,555	18,079	+0.7%	Shares	Sole	2024-05-08
2023-12-31	$604,410	17,951	-4.5%	Shares	Sole	2024-02-02
2023-09-30	$514,771	18,801	+12.1%	Shares	Sole	2023-11-09
2023-06-30	$481,045	16,767	-10.6%	Shares	Sole	2023-07-27
2023-03-31	$536,392	18,755	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.