Waldron Private Wealth LLC

Position in BAC — Bank Of America Corp /De/

CIK 1598180 BRIDGEVILLE, PA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,061,024

+$143,403 QoQ

Shares Held

18,621

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,877

of 3,595 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $9,043,664 across 4 Banks - Diversified names. BAC ranks #2 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,060	$6,893,569
2	BAC	Bank Of America Corp /De/ This page	18,621	$1,061,024
3	C	Citigroup Inc	4,225	$591,331
4	WFC	Wells Fargo & Company/Mn	6,023	$497,740

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,061,024	18,621	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$917,621	18,823	-8.7%	Shares	Sole	2026-04-10
2025-12-31	$1,134,155	20,621	+46.0%	Shares	Sole	2026-01-14
2025-09-30	$728,553	14,122	+3.9%	Shares	Sole	2025-10-30
2025-06-30	$643,315	13,595	0.0%	Shares	Sole	2025-07-31
2025-03-31	$567,319	13,595	-87.8%	Shares	Sole	2025-05-08
2024-12-31	$4,883,811	111,122	+96.6%	Shares	Sole	2025-01-24
2024-09-30	$2,243,307	56,535	+8.4%	Shares	Sole	2024-10-21
2024-06-30	$2,074,999	52,175	+1.7%	Shares	Sole	2024-07-31
2024-03-31	$1,945,409	51,303	+5.0%	Shares	Sole	2024-05-09
2022-12-31	$1,617,779	48,846	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,475,149	48,846	+7.2%	Shares	Sole	2022-11-14
2022-06-30	$1,417,878	45,547	-0.0%	Shares	Sole	2022-08-03
2022-03-31	$1,877,900	45,558	+6.7%	Shares	Sole	2022-05-04
2021-12-31	$1,899,545	42,696	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$1,814,185	42,737	-31.7%	Shares	Sole	2021-11-02
2021-06-30	$2,579,884	62,573	+117.4%	Shares	Sole	2021-08-06
2021-03-31	$1,113,498	28,780	-0.2%	Shares	Sole	2021-05-11
2020-12-31	$873,746	28,827	-6.1%	Shares	Sole	2021-02-12
2020-09-30	$739,635	30,703	+12.0%	Shares	Sole	2020-11-13
2020-06-30	$650,845	27,404	+11.1%	Shares	Sole	2020-08-11
2020-03-31	$523,722	24,669	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.