Strategic Wealth Partners, Ltd.

Position in BAC — Bank Of America Corp /De/

CIK 1720777 INDEPENDENCE, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$732,306

+$53,073 QoQ

Shares Held

12,852

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,179

of 3,595 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $37,380,824 across 15 Banks - Diversified names. BAC ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	63,666	$20,839,791
2	C	Citigroup Inc	109,805	$15,368,307
3	BAC	Bank Of America Corp /De/ This page	12,852	$732,306
4	WFC	Wells Fargo & Company/Mn	1,863	$153,958
5	RY	Royal Bank Of Canada	548	$113,419
6	TD	Toronto Dominion Bank	259	$31,450
7	CM	Canadian Imperial Bank Of Commerce /Can/	250	$28,750
8	BCS	Barclays PLC	914	$24,550

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,306	12,852	-7.8%	Shares	Sole	2026-08-12
2026-03-31	$679,233	13,933	+0.8%	Shares	Sole	2026-05-12
2025-12-31	$759,935	13,817	-0.3%	Shares	Sole	2026-05-12
2025-09-30	$715,295	13,865	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$639,955	13,524	-19.5%	Shares	Sole	2025-08-11
2024-12-31	$738,360	16,800	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$661,187	16,663	-5.8%	Shares	Sole	2024-10-08
2024-06-30	$703,372	17,686	+2.0%	Shares	Sole	2024-10-08
2024-03-31	$657,229	17,332	+46.7%	Shares	Sole	2024-05-20
2023-12-31	$397,878	11,817	-14.7%	Shares	Sole	2024-05-20
2023-09-30	$379,322	13,854	+19.0%	Shares	Sole	2024-05-20
2023-06-30	$334,066	11,644	+43.5%	Shares	Sole	2024-05-20
2023-03-31	$232,031	8,113	-8.3%	Shares	Sole	2023-04-24
2022-03-31	$364,797	8,850	—	Shares	Sole	2022-05-19
No filing history on record for this holder in this stock.