Pinnacle Wealth Management Advisory Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1631864
RED BANK, NJ
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,161,021
+$672,813 QoQ
Shares Held
73,026
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,081
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. BAC ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,161,021 | 73,026 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,488,208 | 71,553 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,031,610 | 73,302 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,583,802 | 69,467 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,302,273 | 69,786 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,971,885 | 71,217 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,977,832 | 67,755 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,790,813 | 70,333 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,857,355 | 71,847 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,693,950 | 71,043 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,263,499 | 67,226 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,911,781 | 69,824 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,020,349 | 70,420 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,677,475 | 58,653 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,060,064 | 62,200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,108,231 | 69,809 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,167,737 | 69,635 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,917,139 | 70,770 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,519,290 | 56,626 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,142,663 | 50,475 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,018,826 | 48,965 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,806,552 | 46,693 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,330,699 | 43,903 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,066,416 | 44,268 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $945,202 | 39,798 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $681,440 | 32,098 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||