Cypress Wealth Services, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1721527
PALM DESERT, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$465,868
+$67,678 QoQ
Shares Held
8,176
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,561
of 3,595 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)
Derivatives in BAC
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$410,035
PutShares
17,021
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $9,362,918 across 6 Banks - Diversified names. BAC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,115 | $5,929,582 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,018 | $1,654,287 | |
| 3 | RY |
Royal Bank Of Canada
|
2,496 | $516,597 | |
| 4 | C |
Citigroup Inc
|
3,343 | $467,886 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
8,176 | $465,868 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,273 | $328,698 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,868 | 8,176 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $398,190 | 8,168 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $632,775 | 11,505 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $505,891 | 9,806 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $447,741 | 9,462 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $392,846 | 9,414 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $516,632 | 11,755 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $442,312 | 11,147 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $437,509 | 11,001 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $389,628 | 10,275 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $348,417 | 10,348 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $307,148 | 11,218 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $318,487 | 11,101 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $417,131 | 14,585 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $461,593 | 13,937 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $388,734 | 12,872 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $431,337 | 13,856 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $544,516 | 13,210 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $597,767 | 13,436 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $576,343 | 13,577 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $654,361 | 15,871 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $670,536 | 17,331 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $526,727 | 17,378 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $410,035 | 17,021 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $405,578 | 17,077 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $353,012 | 16,628 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||