Wealth Architects, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1611518 MOUNTAIN VIEW, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,678,288

+$235,240 QoQ

Shares Held

29,454

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,568

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $7,375,350 across 5 Banks - Diversified names. BAC ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,817	$4,195,388
2	BAC	Bank Of America Corp /De/ This page	29,454	$1,678,288
3	WFC	Wells Fargo & Company/Mn	7,928	$655,169
4	BCS	Barclays PLC	19,906	$534,675
5	C	Citigroup Inc	2,228	$311,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,678,288	29,454	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$1,443,048	29,601	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$1,615,790	29,378	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$1,530,984	29,676	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$1,396,034	29,502	+1.1%	Shares	Sole	2025-07-25
2025-03-31	$1,217,180	29,168	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$1,273,495	28,976	-2.9%	Shares	Sole	2025-02-10
2024-09-30	$1,184,249	29,845	+0.7%	Shares	Sole	2024-10-31
2024-06-30	$1,179,220	29,651	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$1,129,902	29,797	-0.4%	Shares	Sole	2024-05-13
2023-12-31	$1,007,271	29,916	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$800,153	29,224	+2.5%	Shares	Sole	2023-11-09
2023-06-30	$817,808	28,505	-0.2%	Shares	Sole	2023-08-02
2023-03-31	$816,644	28,554	+0.6%	Shares	Sole	2023-04-21
2022-12-31	$939,912	28,379	-4.0%	Shares	Sole	2023-02-10
2022-09-30	$892,983	29,569	+2.5%	Shares	Sole	2022-10-24
2022-06-30	$897,789	28,840	-1.0%	Shares	Sole	2022-07-29
2022-03-31	$1,200,491	29,124	-1.0%	Shares	Sole	2022-05-17
2021-12-31	$1,309,296	29,429	-2.0%	Shares	Sole	2022-01-19
2021-09-30	$1,274,306	30,019	+4.4%	Shares	Sole	2021-11-09
2021-06-30	$1,185,733	28,759	-1.6%	Shares	Sole	2021-08-09
2021-03-31	$1,131,024	29,233	-0.8%	Shares	Sole	2021-04-29
2020-12-31	$892,841	29,457	-3.9%	Shares	Sole	2021-01-28
2020-09-30	$738,792	30,668	+1.1%	Shares	Sole	2020-11-09
2020-06-30	$720,290	30,328	-18.9%	Shares	Sole	2020-08-14
2020-03-31	$793,577	37,380	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.