Warren Street Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1703496
IRVINE, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,911
+$9,601 QoQ
Shares Held
3,877
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,191
of 3,589 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $2,176,819 across 6 Banks - Diversified names. BAC ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,114 | $1,019,305 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
2,645 | $251,513 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,670 | $242,330 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,695 | $222,714 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
3,877 | $220,911 | |
| 6 | UBS |
UBS Group AG
|
4,440 | $220,046 |
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,911 | 3,877 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $211,310 | 3,842 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $225,190 | 4,365 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||