Skip to main content

Beirne Wealth Consulting Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1697303 SHELTON, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$617,606
+$81,015 QoQ
Shares Held
10,839
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,321
of 3,594 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, 2026

Beirne Wealth Consulting Services, LLC holds $2,608,283 across 4 Banks - Diversified names. BAC ranks #3 (23.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BAC
Bank Of America Corp /De/
This page
10,839 $617,606

All Filings in BAC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $617,606 10,839
2026-03-31 $536,591 11,007
2025-12-31 $604,615 10,993
2025-09-30 $955,807 18,527
2025-06-30 $519,005 10,968
2025-03-31 $457,152 10,955
2024-12-31 $437,170 9,947
2024-09-30 $406,085 10,234
2024-06-30 $430,231 10,818
2024-03-31 $417,271 11,004
2023-12-31 $495,050 14,703
2023-09-30 $309,448 11,302
2023-06-30 $324,254 11,302
2023-03-31 $423,566 14,810
2022-12-31 $463,713 14,001
2022-09-30 $452,607 14,987
2022-06-30 $471,961 15,161
2022-03-31 $710,014 17,225
2021-12-31 $865,953 19,464
2021-09-30 $754,591 17,776
2021-06-30 $732,038 17,755
2021-03-31 $686,592 17,746
2020-12-31 $711,193 23,464
2020-09-30 $562,091 23,333
2020-06-30 $2,614,708 110,093
2020-03-31 $2,305,153 108,580