Principle Wealth Partners LLC

Position in BAC — Bank Of America Corp /De/

CIK 1743413 MADISON, CT

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,112,927

+$1,202,282 QoQ

Shares Held

124,832

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#840

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

Principle Wealth Partners LLC holds $128,135,150 across 5 Banks - Diversified names. BAC ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	357,917	$117,156,971
2	BAC	Bank Of America Corp /De/ This page	124,832	$7,112,927
3	BNY	Bank of New York Mellon Corp	15,930	$2,303,637
4	WFC	Wells Fargo & Company/Mn	15,296	$1,264,061
5	C	Citigroup Inc	2,126	$297,554

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,112,927	124,832	+3.0%	Shares	Sole	2026-08-07
2026-03-31	$5,910,645	121,244	+1.0%	Shares	Sole	2026-05-07
2025-12-31	$6,603,190	120,058	+0.6%	Shares	Sole	2026-02-06
2025-09-30	$6,158,401	119,372	+3.2%	Shares	Sole	2025-11-03
2025-06-30	$5,474,545	115,692	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$4,812,929	115,335	+0.5%	Shares	Sole	2025-05-06
2024-12-31	$5,041,680	114,714	-0.3%	Shares	Sole	2025-01-29
2024-09-30	$4,565,342	115,054	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$4,634,358	116,529	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$4,423,898	116,664	+1.9%	Shares	Sole	2024-04-23
2023-12-31	$3,855,012	114,494	-0.2%	Shares	Sole	2024-02-05
2023-09-30	$3,140,458	114,699	-1.7%	Shares	Sole	2023-11-01
2023-06-30	$3,347,663	116,684	-2.0%	Shares	Sole	2023-07-31
2023-03-31	$3,404,143	119,026	+1.1%	Shares	Sole	2023-05-10
2022-12-31	$3,897,694	117,684	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$3,556,352	117,760	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$3,629,353	116,587	-0.7%	Shares	Sole	2022-08-02
2022-03-31	$4,840,052	117,420	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$5,201,147	116,906	+0.2%	Shares	Sole	2022-02-11
2021-09-30	$4,951,834	116,651	-0.3%	Shares	Sole	2021-11-16
2021-06-30	$4,822,302	116,961	-0.7%	Shares	Sole	2021-08-13
2021-03-31	$4,559,190	117,839	+1.8%	Shares	Sole	2021-05-18
2020-12-31	$3,509,867	115,799	+6.3%	Shares	Sole	2021-02-16
2020-09-30	$2,624,195	108,933	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$2,603,380	109,616	+1.2%	Shares	Sole	2020-08-14
2020-03-31	$2,299,166	108,298	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.