Florida Trust Wealth Management Co

Position in BAC — Bank Of America Corp /De/

CIK 1651023 SANIBEL, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,857,534

+$2,832,665 QoQ

Shares Held

260,750

+5.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#586

of 3,594 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. BAC ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	261,453	$85,581,410
2	BAC	Bank Of America Corp /De/ This page	260,750	$14,857,534
3	C	Citigroup Inc	28,418	$3,977,382
4	BNY	Bank of New York Mellon Corp	19,864	$2,872,533
5	WFC	Wells Fargo & Company/Mn	31,186	$2,577,210
6	SAN	Banco Santander, S.A.	45,831	$632,467
7	MUFG	Mitsubishi Ufj Financial Group Inc	31,016	$616,907
8	HSBC	Hsbc Holdings PLC	5,289	$502,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,857,534	260,750	+5.7%	Shares	Sole	2026-07-27
2026-03-31	$12,024,869	246,664	+6.8%	Shares	Sole	2026-05-15
2025-12-31	$12,706,540	231,028	+0.2%	Shares	Defined	2026-01-20
2025-09-30	$11,894,590	230,560	+0.1%	Shares	Defined	2025-10-29
2025-06-30	$10,903,331	230,417	-0.5%	Shares	Defined	2025-08-13
2025-03-31	$9,668,131	231,683	-2.9%	Shares	Defined	2025-04-15
2024-12-31	$10,486,205	238,594	-1.3%	Shares	Sole	2025-01-15
2024-09-30	$9,595,615	241,825	-2.7%	Shares	Defined	2024-10-08
2024-06-30	$9,882,526	248,492	-6.8%	Shares	Defined	2024-07-22
2024-03-31	$10,106,589	266,524	-2.8%	Shares	Defined	2024-05-21
2023-12-31	$9,235,579	274,297	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.