Strategic Family Wealth Counselors, L.L.C.
Position in BAC — Bank Of America Corp /De/
CIK 1729755
FAIRFIELD, NJ
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,067
+$39,047 QoQ
Shares Held
7,653
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,621
of 3,594 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $2,945,712 across 5 Banks - Diversified names. BAC ranks #2 (14.8% of the industry book) .
All Filings in BAC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,067 | 7,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $397,020 | 8,144 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $933,570 | 16,974 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $412,616 | 7,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $378,465 | 7,998 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $345,482 | 8,279 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $353,489 | 8,043 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $218,001 | 5,494 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $218,615 | 5,497 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,232 | 5,465 | Shares | Sole | 2024-05-14 | |
| 2021-12-31 | $206,700 | 4,646 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $221,504 | 5,218 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||