FAS Wealth Partners, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1596957 LEAWOOD, KS

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,133,956

+$453,876 QoQ

Shares Held

55,001

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,204

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FAS Wealth Partners, Inc. holds $19,826,856 across 5 Banks - Diversified names. BAC ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	46,254	$15,140,321
2	BAC	Bank Of America Corp /De/ This page	55,001	$3,133,956
3	WFC	Wells Fargo & Company/Mn	8,934	$738,305
4	C	Citigroup Inc	4,079	$570,896
5	BNY	Bank of New York Mellon Corp	1,683	$243,378

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,133,956	55,001	+0.0%	Shares	Sole	2026-07-29
2026-03-31	$2,680,080	54,976	-2.3%	Shares	Sole	2026-06-10
2025-12-31	$3,094,300	56,260	+3.4%	Shares	Sole	2026-02-18
2025-09-30	$2,808,353	54,436	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$2,564,460	54,194	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$2,244,281	53,781	-0.7%	Shares	Sole	2025-05-05
2024-12-31	$2,380,551	54,165	-24.4%	Shares	Sole	2025-02-14
2024-09-30	$2,842,992	71,648	+0.5%	Shares	Sole	2024-10-17
2024-06-30	$2,834,487	71,272	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$2,677,000	70,596	-1.0%	Shares	Sole	2024-04-29
2023-12-31	$2,400,233	71,287	-1.2%	Shares	Sole	2024-01-23
2023-09-30	$1,975,576	72,154	+2.6%	Shares	Sole	2023-10-23
2023-03-31	$2,010,351	70,292	+0.6%	Shares	Sole	2023-05-11
2022-12-31	$2,314,823	69,892	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$2,104,034	69,670	+0.5%	Shares	Sole	2022-10-20
2022-06-30	$2,157,931	69,320	+190.4%	Shares	Sole	2022-08-02
2022-03-31	$983,880	23,869	+3.0%	Shares	Sole	2022-05-04
2021-12-31	$1,030,744	23,168	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$977,623	23,030	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$935,756	22,696	-1.0%	Shares	Sole	2021-07-29
2021-03-31	$886,929	22,924	+1.3%	Shares	Sole	2021-05-17
2020-12-31	$685,794	22,626	+0.0%	Shares	Sole	2021-02-10
2020-09-30	$545,036	22,625	+1.6%	Shares	Sole	2020-11-16
2020-06-30	$528,698	22,261	+1.4%	Shares	Sole	2020-07-21
2020-03-31	$466,232	21,961	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.