WealthShield Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1729303 CARY, NC

Position in BAC

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

Position Value

$456,808

-$528,527 QoQ

Shares Held

8,017

-60.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,585

of 3,594 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthShield Partners, LLC holds $18,522,553 across 5 Banks - Diversified names. BAC ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,655	$8,724,981
2	C	Citigroup Inc	49,078	$6,868,956
3	WFC	Wells Fargo & Company/Mn	25,961	$2,145,417
4	BAC	Bank Of America Corp /De/ This page	8,017	$456,808
5	RY	Royal Bank Of Canada	1,577	$326,391

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,808	8,017	-60.3%	Shares	Sole	2026-08-12
2026-03-31	$985,335	20,212	+0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,111,495	20,209	+26.2%	Shares	Sole	2026-02-03
2025-09-30	$826,162	16,014	+0.1%	Shares	Sole	2025-10-31
2025-06-30	$756,836	15,994	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$665,969	15,959	+120.9%	Shares	Sole	2025-05-09
2024-12-31	$317,538	7,225	-14.1%	Shares	Sole	2025-02-04
2024-09-30	$333,629	8,408	-36.4%	Shares	Sole	2024-11-04
2024-06-30	$525,481	13,213	-1.6%	Shares	Sole	2024-07-26
2024-03-31	$509,113	13,426	-11.5%	Shares	Sole	2024-04-29
2023-12-31	$511,009	15,177	+11.2%	Shares	Sole	2024-01-23
2023-09-30	$373,654	13,647	-1.1%	Shares	Sole	2023-10-25
2023-06-30	$395,835	13,797	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$391,419	13,686	-4.3%	Shares	Sole	2023-05-08
2022-12-31	$473,483	14,296	-0.0%	Shares	Sole	2023-02-13
2022-09-30	$431,769	14,297	-0.1%	Shares	Sole	2022-11-04
2022-06-30	$445,719	14,318	-18.5%	Shares	Sole	2022-08-11
2022-03-31	$723,905	17,562	+1.0%	Shares	Sole	2022-05-09
2021-12-31	$773,325	17,382	+28.9%	Shares	Sole	2022-02-10
2021-09-30	$572,310	13,482	-15.8%	Shares	Sole	2021-11-12
2021-06-30	$659,886	16,005	-1.5%	Shares	Sole	2021-08-06
2021-03-31	$628,944	16,256	-53.2%	Shares	Sole	2021-05-17
2020-12-31	$1,052,666	34,730	+19.6%	Shares	Sole	2021-02-16
2020-09-30	$699,501	29,037	+36.3%	Shares	Other	2020-10-30
2020-06-30	$506,112	21,310	—	Shares	Other	2020-08-13
No filing history on record for this holder in this stock.