Intellectus Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1677253 SAN FRANCISCO, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,515,268

+$324,931 QoQ

Shares Held

44,143

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,326

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $11,159,848 across 5 Banks - Diversified names. BAC ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,134	$6,590,462
2	BAC	Bank Of America Corp /De/ This page	44,143	$2,515,268
3	C	Citigroup Inc	9,511	$1,331,159
4	WFC	Wells Fargo & Company/Mn	5,945	$491,294
5	BNY	Bank of New York Mellon Corp	1,602	$231,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,515,268	44,143	-1.8%	Shares	Sole	2026-08-12
2026-03-31	$2,190,337	44,930	-1.1%	Shares	Sole	2026-04-10
2025-12-31	$2,498,980	45,436	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$2,399,192	46,505	-8.6%	Shares	Sole	2025-11-12
2025-06-30	$2,406,979	50,866	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$2,118,882	50,776	-0.5%	Shares	Sole	2025-04-11
2024-12-31	$2,242,636	51,027	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$2,039,591	51,401	+16.2%	Shares	Sole	2024-11-06
2024-06-30	$1,758,589	44,219	+1.2%	Shares	Sole	2024-07-18
2024-03-31	$1,657,672	43,715	+0.9%	Shares	Sole	2024-05-03
2023-12-31	$1,459,190	43,338	+0.0%	Shares	Sole	2024-02-05
2023-09-30	$1,186,101	43,320	+2.7%	Shares	Sole	2023-10-25
2023-06-30	$1,210,029	42,176	+4.8%	Shares	Sole	2023-07-31
2023-03-31	$1,151,092	40,248	+10.5%	Shares	Sole	2023-05-04
2022-12-31	$1,206,396	36,425	+19.5%	Shares	Sole	2023-02-02
2022-09-30	$920,677	30,486	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$889,103	28,561	+38.2%	Shares	Sole	2022-08-12
2022-03-31	$852,017	20,670	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$907,284	20,393	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$858,975	20,235	+0.5%	Shares	Sole	2021-11-16
2021-06-30	$830,083	20,133	-5.6%	Shares	Sole	2021-08-13
2021-03-31	$825,567	21,338	-1.2%	Shares	Sole	2021-05-17
2020-12-31	$654,392	21,590	+13.1%	Shares	Sole	2021-02-18
2020-09-30	$460,046	19,097	+11.4%	Shares	Sole	2020-11-16
2020-06-30	$406,980	17,136	-16.8%	Shares	Sole	2020-08-14
2020-03-31	$436,998	20,584	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.