Sendero Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1639375
SAN ANTONIO, TX
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$511,908
+$86,808 QoQ
Shares Held
8,984
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,478
of 3,594 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,674,537 across 4 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,908 | 8,984 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $425,100 | 8,720 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $495,935 | 9,017 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $448,883 | 8,701 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $382,155 | 8,076 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $380,243 | 9,112 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $379,156 | 8,627 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $342,319 | 8,627 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $343,095 | 8,627 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,643,709 | 148,832 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,070,940 | 61,507 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,711,714 | 135,563 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $3,604,926 | 125,651 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $2,798,595 | 97,853 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,144,362 | 34,552 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $491,565 | 16,277 | Shares | Other | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||