Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$614,187
+$31,527 QoQ
Shares Held
10,779
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,328
of 3,595 holders
Holding Since
Dec 2022
14 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, 2026RW Investment Management LLC holds $4,745,934 across 4 Banks - Diversified names. BAC ranks #2 (12.9% of the industry book) .
All Filings in BAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,187 | 10,779 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $582,660 | 11,952 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $827,039 | 16,031 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $763,697 | 16,139 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $673,480 | 16,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $747,237 | 17,002 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $761,697 | 19,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $798,859 | 20,087 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $747,896 | 19,723 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $729,123 | 21,655 | Shares | Sole | 2024-06-06 | |
| 2023-09-30 | $632,751 | 23,110 | Shares | Sole | 2024-06-06 | |
| 2023-06-30 | $731,279 | 25,489 | Shares | Sole | 2024-06-06 | |
| 2023-03-31 | $728,985 | 25,489 | Shares | Sole | 2024-06-06 | |
| 2022-12-31 | $844,195 | 25,489 | Shares | Sole | 2024-06-06 | |
| No filing history on record for this holder in this stock. | ||||||