SeaCrest Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1728121 PURCHASE, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,609,115

+$410,938 QoQ

Shares Held

28,240

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,593

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $9,223,976 across 5 Banks - Diversified names. BAC ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,560	$4,765,924
2	BAC	Bank Of America Corp /De/ This page	28,240	$1,609,115
3	C	Citigroup Inc	9,244	$1,293,790
4	WFC	Wells Fargo & Company/Mn	9,467	$782,352
5	BNY	Bank of New York Mellon Corp	5,344	$772,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609,115	28,240	+14.9%	Shares	Sole	2026-07-09
2026-03-31	$1,198,177	24,578	-4.1%	Shares	Sole	2026-04-15
2025-12-31	$1,409,045	25,619	-2.0%	Shares	Sole	2026-01-12
2025-09-30	$1,348,923	26,147	-4.6%	Shares	Sole	2025-11-13
2025-06-30	$1,296,331	27,395	-27.6%	Shares	Sole	2025-07-11
2025-03-31	$1,579,271	37,845	-4.2%	Shares	Sole	2025-04-11
2024-12-31	$1,735,761	39,494	-29.9%	Shares	Sole	2025-01-14
2024-09-30	$2,234,976	56,325	-2.9%	Shares	Sole	2024-10-16
2024-06-30	$2,307,017	58,009	-1.7%	Shares	Sole	2024-07-22
2024-03-31	$2,237,242	58,999	-6.8%	Shares	Sole	2024-04-18
2023-12-31	$2,131,715	63,312	-3.1%	Shares	Sole	2024-01-18
2023-09-30	$1,788,160	65,309	-0.6%	Shares	Sole	2023-10-12
2023-06-30	$1,885,420	65,717	-0.4%	Shares	Sole	2023-07-14
2023-03-31	$1,886,627	65,966	+4.5%	Shares	Sole	2023-05-12
2022-12-31	$2,090,931	63,132	-3.7%	Shares	Sole	2023-02-14
2022-09-30	$1,979,006	65,530	+3.5%	Shares	Sole	2022-11-15
2022-06-30	$1,970,342	63,294	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$2,604,362	63,182	-28.7%	Shares	Sole	2022-05-16
2021-12-31	$3,945,017	88,672	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$3,803,137	89,591	-15.4%	Shares	Sole	2021-11-16
2021-06-30	$4,366,174	105,898	-1.5%	Shares	Sole	2021-08-12
2021-03-31	$4,158,401	107,480	-6.9%	Shares	Sole	2021-05-17
2020-12-31	$3,500,229	115,481	-1.4%	Shares	Sole	2021-02-09
2020-09-30	$2,821,661	117,130	+1.6%	Shares	Sole	2020-11-12
2020-06-30	$2,737,876	115,279	+0.3%	Shares	Sole	2020-07-27
2020-03-31	$2,438,838	114,877	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.