NWAM LLC

Position in BAC — Bank Of America Corp /De/

CIK 1655006 MERCER ISLAND, WA

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,032,818

-$1,204,572 QoQ

Shares Held

35,676

-46.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,458

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. BAC ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,880	$9,125,960
2	SAN	Banco Santander, S.A.	248,251	$3,425,863
3	BAC	Bank Of America Corp /De/ This page	35,676	$2,032,818
4	C	Citigroup Inc	10,364	$1,450,545
5	BMO	Bank Of Montreal /Can/	3,670	$648,489
6	WFC	Wells Fargo & Company/Mn	6,376	$526,912
7	BNS	Bank Of Nova Scotia	4,288	$372,369
8	RY	Royal Bank Of Canada	1,353	$280,030

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,032,818	35,676	-46.3%	Shares	Sole	2026-07-23
2026-03-31	$3,237,390	66,408	-0.6%	Shares	Sole	2026-05-04
2025-12-31	$3,674,660	66,812	-2.8%	Shares	Sole	2026-02-04
2025-09-30	$3,544,387	68,703	-3.5%	Shares	Sole	2026-02-04
2025-06-30	$3,370,461	71,227	-0.5%	Shares	Sole	2026-02-04
2025-03-31	$2,987,784	71,598	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$3,158,730	71,871	-0.8%	Shares	Sole	2025-02-05
2024-09-30	$2,873,943	72,428	+0.3%	Shares	Sole	2024-11-12
2024-03-31	$2,738,392	72,215	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$2,487,573	73,881	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$1,999,670	73,034	+2.8%	Shares	Sole	2023-11-01
2023-06-30	$2,038,367	71,048	-0.4%	Shares	Sole	2023-08-10
2023-03-31	$2,040,981	71,363	+3.1%	Shares	Sole	2023-05-12
2022-12-31	$2,292,732	69,225	+8.1%	Shares	Sole	2023-02-08
2022-09-30	$1,933,555	64,025	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$2,033,069	65,309	+7.2%	Shares	Sole	2022-08-10
2022-03-31	$2,510,833	60,913	-2.8%	Shares	Sole	2022-05-12
2021-12-31	$2,786,898	62,641	+15.0%	Shares	Sole	2022-02-10
2021-09-30	$2,313,100	54,490	+4.3%	Shares	Sole	2021-11-03
2021-06-30	$2,153,566	52,233	-0.3%	Shares	Sole	2021-08-04
2021-03-31	$2,026,891	52,388	+5.0%	Shares	Sole	2021-04-23
2020-12-31	$1,512,681	49,907	-0.6%	Shares	Sole	2021-01-22
2020-09-30	$1,209,679	50,215	-0.1%	Shares	Sole	2020-10-16
2020-06-30	$1,194,316	50,287	-5.9%	Shares	Sole	2020-07-21
2020-03-31	$1,134,552	53,441	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.