LYELL WEALTH MANAGEMENT, LP

Position in BAC — Bank Of America Corp /De/

CIK 1686444 MENLO PARK, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,288,770

+$643,099 QoQ

Shares Held

75,268

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,069

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

LYELL WEALTH MANAGEMENT, LP holds $38,512,295 across 3 Banks - Diversified names. BAC ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	103,574	$33,902,877
2	BAC	Bank Of America Corp /De/ This page	75,268	$4,288,770
3	C	Citigroup Inc	2,291	$320,648

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,288,770	75,268	+0.6%	Shares	Sole	2026-08-05
2026-03-31	$3,645,671	74,783	-16.7%	Shares	Sole	2026-05-07
2025-12-31	$4,938,065	89,783	+0.8%	Shares	Sole	2026-02-12
2025-09-30	$4,593,470	89,038	-0.5%	Shares	Sole	2025-11-06
2025-06-30	$4,234,856	89,494	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$3,768,928	90,317	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$3,975,760	90,461	-0.2%	Shares	Sole	2025-02-03
2024-09-30	$3,595,722	90,618	-13.9%	Shares	Sole	2024-10-23
2024-06-30	$4,184,758	105,224	-0.3%	Shares	Sole	2024-08-08
2024-03-31	$4,001,166	105,516	-2.0%	Shares	Sole	2024-05-03
2023-12-31	$3,623,599	107,621	+4.5%	Shares	Sole	2024-02-02
2023-09-30	$2,820,523	103,014	-2.7%	Shares	Sole	2023-10-31
2023-06-30	$3,037,467	105,872	-10.5%	Shares	Sole	2023-08-04
2023-03-31	$3,384,123	118,326	-12.0%	Shares	Sole	2023-05-03
2022-12-31	$4,452,917	134,448	+0.9%	Shares	Sole	2023-01-24
2022-09-30	$4,022,821	133,206	+2.6%	Shares	Sole	2022-10-24
2022-06-30	$4,041,452	129,825	-0.2%	Shares	Sole	2022-07-28
2022-03-31	$5,360,867	130,055	+9.4%	Shares	Sole	2022-05-04
2021-12-31	$5,287,992	118,858	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$5,048,111	118,919	-0.8%	Shares	Sole	2021-11-10
2021-06-30	$4,944,260	119,919	+15.8%	Shares	Sole	2021-08-09
2021-03-31	$4,005,382	103,525	+21.4%	Shares	Sole	2021-05-07
2020-12-31	$2,584,109	85,256	-55.9%	Shares	Sole	2021-02-04
2020-09-30	$4,658,620	193,384	-8.3%	Shares	Sole	2020-11-04
2020-06-30	$5,009,540	210,928	+5.8%	Shares	Sole	2020-07-30
2020-03-31	$4,231,733	199,328	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.