Cornerstone Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1674117
ST. PETERS, MO
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,681,420
+$560,007 QoQ
Shares Held
64,609
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,129
of 3,589 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. BAC ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,863 | $367,332 |
All Filings in BAC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,681,420 | 64,609 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,121,413 | 64,029 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,532,375 | 64,225 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,340,658 | 64,754 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,999,283 | 63,383 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,614,551 | 62,654 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,765,377 | 62,921 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,482,222 | 62,556 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,508,373 | 63,072 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,406,972 | 63,475 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,152,085 | 63,917 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,620,019 | 59,168 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,635,157 | 56,994 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,100,127 | 38,466 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $905,426 | 29,981 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $929,261 | 29,851 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,080,376 | 26,210 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,145,528 | 25,748 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,076,319 | 25,355 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,081,833 | 26,239 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,254,871 | 32,434 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,033,267 | 34,090 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $812,122 | 33,712 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $856,401 | 36,059 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $838,033 | 39,474 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||