Alliance Wealth Management Group
Position in BAC — Bank Of America Corp /De/
CIK 1623707
FLEMINGTON, NJ
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$608,717
+$87,921 QoQ
Shares Held
10,683
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#2,335
of 3,594 holders
Holding Since
Jun 2020
24 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, 2026Alliance Wealth Management Group holds $2,050,989 across 3 Banks - Diversified names. BAC ranks #2 (29.7% of the industry book) .
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,717 | 10,683 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $520,796 | 10,683 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $587,565 | 10,683 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $551,135 | 10,683 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $465,108 | 9,829 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $410,164 | 9,829 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $436,379 | 9,929 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $393,982 | 9,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $394,876 | 9,929 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $376,507 | 9,929 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $334,309 | 9,929 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $288,076 | 10,041 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $283,969 | 9,929 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $328,881 | 9,930 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $299,886 | 9,930 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $309,120 | 9,930 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $409,314 | 9,930 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $408,418 | 9,180 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $389,691 | 9,180 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $374,368 | 9,080 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $351,305 | 9,080 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $279,003 | 9,205 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $218,737 | 9,080 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $215,650 | 9,080 | Shares | Sole | 2020-09-09 | |
| No filing history on record for this holder in this stock. | ||||||