Inlet Private Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1759751 Jupiter, FL

Position in BAC

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

Position Value

$6,320,164

+$522,863 QoQ

Shares Held

110,919

-6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#885

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $32,921,289 across 4 Banks - Diversified names. BAC ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,940	$12,746,230
2	C	Citigroup Inc	80,680	$11,291,972
3	BAC	Bank Of America Corp /De/ This page	110,919	$6,320,164
4	BNY	Bank of New York Mellon Corp	17,723	$2,562,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,320,164	110,919	-6.7%	Shares	Sole	2026-08-07
2026-03-31	$5,797,301	118,919	-6.3%	Shares	Sole	2026-05-13
2025-12-31	$6,982,195	126,949	-5.6%	Shares	Sole	2026-01-21
2025-09-30	$6,941,382	134,549	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$6,341,495	134,013	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$5,596,535	134,113	0.0%	Shares	Sole	2025-05-07
2024-12-31	$5,894,266	134,113	-6.9%	Shares	Sole	2025-01-24
2024-09-30	$5,718,403	144,113	-0.6%	Shares	Sole	2024-10-16
2024-06-30	$5,766,252	144,990	+0.0%	Shares	Sole	2024-07-23
2024-03-31	$5,497,262	144,970	-0.1%	Shares	Sole	2024-04-25
2023-12-31	$4,887,873	145,170	-7.0%	Shares	Sole	2024-01-26
2023-09-30	$4,275,934	156,170	-2.4%	Shares	Sole	2023-10-30
2023-06-30	$4,592,408	160,070	+1.8%	Shares	Sole	2023-07-27
2023-03-31	$4,495,062	157,170	-1.5%	Shares	Sole	2023-05-03
2022-12-31	$5,286,614	159,620	-1.4%	Shares	Sole	2023-01-23
2022-09-30	$4,891,373	161,966	+1.0%	Shares	Sole	2022-10-20
2022-06-30	$4,993,936	160,422	-0.4%	Shares	Sole	2022-07-13
2022-03-31	$6,636,790	161,009	+0.8%	Shares	Sole	2022-04-29
2021-12-31	$7,109,457	159,799	+0.0%	Shares	Sole	2022-01-31
2021-09-30	$6,783,085	159,790	0.0%	Shares	Sole	2021-11-12
2021-06-30	$6,588,141	159,790	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$6,197,751	160,190	+1.8%	Shares	Sole	2021-05-05
2020-12-31	$4,770,490	157,390	+1.7%	Shares	Sole	2021-02-11
2020-09-30	$3,726,482	154,690	+12.1%	Shares	Sole	2020-10-16
2020-06-30	$3,277,975	138,020	0.0%	Shares	Sole	2020-08-10
2020-03-31	$2,930,164	138,020	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.