BRANDYWINE OAK PRIVATE WEALTH LLC

Position in BAC — Bank Of America Corp /De/

CIK 1764694 Kennett Square, PA

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$592,079

+$90,101 QoQ

Shares Held

10,391

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,360

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

BRANDYWINE OAK PRIVATE WEALTH LLC holds $10,186,166 across 4 Banks - Diversified names. BAC ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,611	$9,037,908
2	BAC	Bank Of America Corp /De/ This page	10,391	$592,079
3	WFC	Wells Fargo & Company/Mn	3,829	$316,428
4	C	Citigroup Inc	1,713	$239,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,079	10,391	+0.9%	Shares	Sole	2026-07-16
2026-03-31	$501,978	10,297	-3.9%	Shares	Sole	2026-04-20
2025-12-31	$589,325	10,715	-6.1%	Shares	Sole	2026-02-03
2025-09-30	$588,538	11,408	0.0%	Shares	Sole	2025-10-30
2025-06-30	$539,826	11,408	-10.3%	Shares	Sole	2025-07-24
2025-03-31	$530,471	12,712	-1.4%	Shares	Sole	2025-05-07
2024-12-31	$566,867	12,898	+30.1%	Shares	Sole	2025-01-27
2024-09-30	$393,506	9,917	-0.0%	Shares	Sole	2024-11-07
2024-06-30	$394,518	9,920	+3.3%	Shares	Sole	2024-07-30
2024-03-31	$364,259	9,606	0.0%	Shares	Sole	2024-05-07
2023-12-31	$323,434	9,606	-13.1%	Shares	Sole	2024-02-05
2023-09-30	$302,713	11,056	-59.5%	Shares	Sole	2023-11-14
2023-06-30	$783,523	27,310	0.0%	Shares	Sole	2023-08-11
2023-03-31	$781,066	27,310	0.0%	Shares	Sole	2023-05-10
2022-12-31	$904,507	27,310	-2.2%	Shares	Sole	2023-02-06
2022-09-30	$843,063	27,916	-13.0%	Shares	Sole	2022-11-14
2022-06-30	$998,992	32,091	0.0%	Shares	Sole	2022-07-22
2022-03-31	$1,322,791	32,091	-2.0%	Shares	Sole	2022-05-02
2021-12-31	$1,456,246	32,732	-2.7%	Shares	Sole	2022-02-07
2021-09-30	$1,428,697	33,656	-2.8%	Shares	Sole	2021-10-18
2021-06-30	$1,428,330	34,643	+35.2%	Shares	Sole	2021-08-09
2021-03-31	$991,160	25,618	-3.9%	Shares	Sole	2021-05-06
2020-12-31	$807,913	26,655	-7.1%	Shares	Sole	2021-02-08
2020-09-30	$690,853	28,678	-5.3%	Shares	Sole	2020-10-16
2020-06-30	$719,458	30,293	-3.1%	Shares	Sole	2020-08-06
2020-03-31	$663,819	31,268	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.