Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$523,532
+$126,122 QoQ
Shares Held
9,188
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,461
of 3,594 holders
Holding Since
Sep 2022
11 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, 2026RKL Wealth Management LLC holds $17,547,441 across 4 Banks - Diversified names. BAC ranks #2 (3.0% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,532 | 9,188 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $397,410 | 8,152 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $458,755 | 8,341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $358,653 | 6,952 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,867 | 6,971 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $299,996 | 7,189 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $268,182 | 6,102 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $242,801 | 6,119 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $245,778 | 6,180 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $236,886 | 6,247 | Shares | Sole | 2024-05-08 | |
| 2022-09-30 | $250,237 | 8,286 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||