NORTHWEST WEALTH MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1695344 SPENCER, IA

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$362,449

+$52,741 QoQ

Shares Held

6,361

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,776

of 3,594 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $4,640,742 across 4 Banks - Diversified names. BAC ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,818	$2,559,065
2	WFC	Wells Fargo & Company/Mn	15,115	$1,249,103
3	C	Citigroup Inc	3,359	$470,125
4	BAC	Bank Of America Corp /De/ This page	6,361	$362,449

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,449	6,361	+0.1%	Shares	Sole	2026-07-13
2026-03-31	$309,708	6,353	-2.6%	Shares	Sole	2026-04-14
2025-12-31	$358,655	6,521	-5.4%	Shares	Sole	2026-01-14
2025-09-30	$355,713	6,895	+2.6%	Shares	Sole	2025-10-14
2025-06-30	$317,895	6,718	-10.6%	Shares	Sole	2025-07-17
2025-03-31	$313,434	7,511	-9.1%	Shares	Sole	2025-04-25
2024-12-31	$363,027	8,260	+29.7%	Shares	Sole	2025-02-10
2024-09-30	$252,642	6,367	+0.3%	Shares	Sole	2024-11-04
2024-06-30	$252,459	6,348	+1.7%	Shares	Sole	2024-08-05
2024-03-31	$236,620	6,240	-1.3%	Shares	Sole	2024-05-14
2023-12-31	$212,962	6,325	-32.8%	Shares	Sole	2024-02-14
2023-03-31	$269,354	9,418	+31.5%	Shares	Sole	2023-05-10
2022-09-30	$216,232	7,160	-3.8%	Shares	Sole	2022-10-27
2022-06-30	$231,638	7,441	+31.0%	Shares	Sole	2022-07-26
2022-03-31	$234,170	5,681	+4.9%	Shares	Sole	2022-04-29
2021-12-31	$240,913	5,415	+0.2%	Shares	Sole	2022-01-24
2021-09-30	$229,484	5,406	+0.4%	Shares	Sole	2021-10-20
2021-06-30	$222,064	5,386	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$207,687	5,368	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.