Gerber Kawasaki Wealth & Investment Management
Position in BAC — Bank Of America Corp /De/
CIK 1666736
SANTA MONICA, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$866,266
+$108,155 QoQ
Shares Held
15,203
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,037
of 3,594 holders
Holding Since
Mar 2021
22 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, 2026Gerber Kawasaki Wealth & Investment Management holds $9,317,780 across 5 Banks - Diversified names. BAC ranks #2 (9.3% of the industry book) .
All Filings in BAC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,266 | 15,203 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $758,111 | 15,551 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $857,945 | 15,599 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $770,393 | 14,933 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $651,833 | 13,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $595,987 | 14,282 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $602,862 | 13,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,441 | 13,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $763,584 | 19,200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $712,403 | 18,787 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,514 | 12,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $386,988 | 14,134 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $411,988 | 14,360 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $506,077 | 17,695 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $561,350 | 16,949 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $508,749 | 16,846 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $585,150 | 18,797 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $718,258 | 17,425 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $522,090 | 11,735 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $382,304 | 9,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $365,380 | 8,862 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $295,204 | 7,630 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||