Connecticut Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1689829 FARMINGTON, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,826,152

+$349,954 QoQ

Shares Held

32,049

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,518

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $12,228,299 across 5 Banks - Diversified names. BAC ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,246	$8,918,433
2	BAC	Bank Of America Corp /De/ This page	32,049	$1,826,152
3	WFC	Wells Fargo & Company/Mn	7,402	$611,701
4	C	Citigroup Inc	3,160	$442,273
5	TD	Toronto Dominion Bank	3,539	$429,740

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,826,152	32,049	+5.8%	Shares	Sole	2026-07-29
2026-03-31	$1,476,198	30,281	-0.9%	Shares	Sole	2026-05-01
2025-12-31	$1,680,250	30,550	-6.7%	Shares	Sole	2026-02-12
2025-09-30	$1,688,747	32,734	-10.7%	Shares	Sole	2025-11-13
2025-06-30	$1,734,987	36,665	+13.8%	Shares	Sole	2025-08-14
2025-03-31	$1,344,498	32,219	-6.7%	Shares	Sole	2025-05-15
2024-12-31	$1,517,637	34,531	-8.5%	Shares	Sole	2025-02-18
2024-09-30	$1,496,729	37,720	-2.4%	Shares	Sole	2024-11-13
2024-06-30	$1,537,388	38,657	-9.1%	Shares	Sole	2024-08-13
2024-03-31	$1,613,306	42,545	-16.6%	Shares	Sole	2024-05-01
2023-12-31	$1,718,617	51,043	-6.9%	Shares	Sole	2024-02-06
2023-09-30	$1,501,108	54,825	+47.8%	Shares	Sole	2023-10-19
2023-06-30	$1,064,112	37,090	+13.6%	Shares	Sole	2023-07-25
2023-03-31	$934,047	32,659	-7.4%	Shares	Sole	2023-04-18
2022-12-31	$1,167,844	35,261	+4.3%	Shares	Sole	2023-01-17
2022-09-30	$1,020,548	33,793	-1.8%	Shares	Sole	2022-11-02
2022-06-30	$1,071,183	34,410	+0.1%	Shares	Sole	2022-07-12
2022-03-31	$1,416,855	34,373	-9.1%	Shares	Sole	2022-04-18
2021-12-31	$1,682,433	37,816	-21.2%	Shares	Sole	2022-01-24
2021-09-30	$2,035,902	47,960	-0.8%	Shares	Sole	2021-11-02
2021-06-30	$1,993,676	48,355	-4.3%	Shares	Sole	2021-07-29
2021-03-31	$1,955,624	50,546	+0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,531,806	50,538	-4.2%	Shares	Sole	2021-01-29
2020-09-30	$1,270,241	52,729	+1.7%	Shares	Sole	2020-10-13
2020-06-30	$1,231,366	51,847	-1.8%	Shares	Sole	2020-07-14
2020-03-31	$1,121,304	52,817	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.