Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$128,945
+$24,279 QoQ
Shares Held
2,263
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,342
of 3,594 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $2,672,333 across 6 Banks - Diversified names. BAC ranks #3 (4.8% of the industry book) .
All Filings in BAC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,945 | 2,263 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,666 | 2,147 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $117,425 | 2,135 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $109,886 | 2,130 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $106,943 | 2,260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $106,828 | 2,560 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $112,512 | 2,560 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $97,692 | 2,462 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $160,349 | 7,553 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||