Bogart Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1715740 MCLEAN, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$183,931

+$47,285 QoQ

Shares Held

3,228

+15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,295

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. BAC ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,403	$12,243,123
2	RY	Royal Bank Of Canada	19,734	$4,084,345
3	BNS	Bank Of Nova Scotia	13,743	$1,193,442
4	BMO	Bank Of Montreal /Can/	2,673	$472,319
5	WFC	Wells Fargo & Company/Mn	3,279	$270,976
6	C	Citigroup Inc	1,830	$256,126
7	BAC	Bank Of America Corp /De/ This page	3,228	$183,931
8	HSBC	Hsbc Holdings PLC	1,258	$119,623

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,931	3,228	+15.2%	Shares	Sole	2026-07-24
2026-03-31	$136,646	2,803	+3.4%	Shares	Sole	2026-04-28
2025-12-31	$149,160	2,712	+2.5%	Shares	Sole	2026-01-30
2025-09-30	$136,558	2,647	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$124,498	2,631	+20.8%	Shares	Sole	2025-07-30
2025-03-31	$90,887	2,178	+6.8%	Shares	Sole	2025-05-02
2024-12-31	$89,658	2,040	+14.6%	Shares	Sole	2025-01-30
2024-09-30	$70,630	1,780	-17.3%	Shares	Sole	2024-10-23
2024-06-30	$85,624	2,153	-35.6%	Shares	Sole	2024-07-31
2024-03-31	$126,728	3,342	+5.6%	Shares	Sole	2024-04-25
2023-12-31	$106,599	3,166	-14.6%	Shares	Sole	2024-02-07
2023-09-30	$101,552	3,709	-50.3%	Shares	Sole	2023-10-30
2023-06-30	$214,084	7,462	+2.9%	Shares	Sole	2023-07-31
2023-03-31	$207,407	7,252	+146.8%	Shares	Sole	2023-04-21
2022-12-31	$97,339	2,939	-3.6%	Shares	Sole	2023-02-06
2022-09-30	$92,110	3,050	-13.5%	Shares	Sole	2022-11-03
2022-06-30	$109,764	3,526	-14.4%	Shares	Sole	2022-07-22
2022-03-31	$169,867	4,121	-1.2%	Shares	Sole	2022-04-22
2021-12-31	$185,656	4,173	+2.7%	Shares	Sole	2022-01-19
2021-09-30	$172,474	4,063	+0.1%	Shares	Sole	2021-10-15
2021-06-30	$167,393	4,060	+13.3%	Shares	Sole	2021-08-06
2021-03-31	$138,587	3,582	0.0%	Shares	Sole	2021-04-16
2020-12-31	$108,570	3,582	+2.9%	Shares	Sole	2021-01-14
2020-09-30	$83,881	3,482	+3.0%	Shares	Sole	2020-10-06
2020-06-30	$80,322	3,382	-26.8%	Shares	Sole	2020-07-08
2020-03-31	$98,082	4,620	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.