TRUE Private Wealth Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1667074 Salem, OR

Position in BAC

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

Position Value

$844,443

+$122,115 QoQ

Shares Held

14,820

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,054

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $10,105,536 across 4 Banks - Diversified names. BAC ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,606	$7,072,291
2	WFC	Wells Fargo & Company/Mn	21,688	$1,792,296
3	BAC	Bank Of America Corp /De/ This page	14,820	$844,443
4	C	Citigroup Inc	2,833	$396,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$844,443	14,820	+0.0%	Shares	Sole	2026-07-23
2026-03-31	$722,328	14,817	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$827,365	15,043	-8.1%	Shares	Sole	2026-02-13
2025-09-30	$844,683	16,373	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$771,505	16,304	+38.3%	Shares	Sole	2025-08-11
2025-03-31	$491,829	11,786	-0.8%	Shares	Sole	2025-05-15
2024-12-31	$521,994	11,877	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$475,088	11,973	-22.3%	Shares	Sole	2024-11-14
2024-06-30	$612,776	15,408	-2.2%	Shares	Sole	2024-07-16
2024-03-31	$597,126	15,747	-0.1%	Shares	Sole	2024-04-25
2023-12-31	$530,538	15,757	-0.4%	Shares	Sole	2024-01-30
2023-09-30	$433,370	15,828	-84.7%	Shares	Sole	2023-11-13
2023-06-30	$2,974,320	103,671	+5.8%	Shares	Sole	2023-08-11
2023-03-31	$2,802,399	97,986	+22.4%	Shares	Sole	2023-05-11
2022-12-31	$2,652,150	80,077	-14.8%	Shares	Sole	2023-02-14
2022-09-30	$2,837,531	93,958	+17.0%	Shares	Sole	2022-11-04
2022-06-30	$2,500,330	80,319	+5.3%	Shares	Sole	2022-07-28
2022-03-31	$3,144,467	76,285	+543.6%	Shares	Sole	2022-05-09
2021-12-31	$527,339	11,853	-3.3%	Shares	Sole	2022-02-11
2021-09-30	$520,139	12,253	-1.3%	Shares	Sole	2021-11-05
2021-06-30	$511,705	12,411	-4.8%	Shares	Sole	2021-08-10
2021-03-31	$504,130	13,030	+4.8%	Shares	Sole	2021-05-12
2020-12-31	$377,026	12,439	+0.1%	Shares	Sole	2021-01-11
2020-09-30	$299,342	12,426	-7.9%	Shares	Sole	2020-10-09
2020-06-30	$320,506	13,495	-2.1%	Shares	Sole	2020-07-07
2020-03-31	$292,676	13,786	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.