Wealthcare Advisory Partners LLC
Position in BAC — Bank Of America Corp /De/
CIK 1683059
WEST CHESTER, PA
Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,925,922
+$442,637 QoQ
Shares Held
68,900
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,107
of 3,595 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. BAC ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
|
2,967 | $360,282 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,925,922 | 68,900 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,483,285 | 71,452 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,009,170 | 72,894 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,598,247 | 69,747 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,221,214 | 68,073 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,574,824 | 61,702 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,704,331 | 61,532 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,454,565 | 61,859 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,631,580 | 66,170 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,419,751 | 63,812 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,839,089 | 54,621 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,509,103 | 55,117 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,566,445 | 54,599 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,678,505 | 58,689 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,891,251 | 57,103 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,622,162 | 53,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,023,803 | 32,888 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,335,775 | 32,406 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,373,228 | 30,866 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,918,400 | 45,192 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,751,120 | 42,472 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,684,678 | 43,543 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,061,880 | 35,034 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $332,706 | 13,811 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $315,637 | 13,290 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $246,055 | 11,590 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||