Elmwood Wealth Management, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1731927
BERKELEY, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$304,159
+$56,948 QoQ
Shares Held
5,338
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,935
of 3,594 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $4,642,404 across 3 Banks - Diversified names. BAC ranks #3 (6.6% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,159 | 5,338 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $247,211 | 5,071 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $269,830 | 4,906 | Shares | Sole | 2026-01-08 | |
| 2021-06-30 | $35,457 | 860 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,928 | 360 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $17,103 | 710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,862 | 710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,175 | 809 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||