Concentrum Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1765387 SAN JOSE, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$424,614

+$22,914 QoQ

Shares Held

7,452

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,638

of 3,594 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concentrum Wealth Management holds $2,670,198 across 5 Banks - Diversified names. BAC ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,504	$1,146,964
2	C	Citigroup Inc	3,209	$449,131
3	BAC	Bank Of America Corp /De/ This page	7,452	$424,614
4	WFC	Wells Fargo & Company/Mn	4,552	$376,177
5	BNY	Bank of New York Mellon Corp	1,890	$273,312

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,614	7,452	-9.6%	Shares	Sole	2026-08-06
2026-03-31	$401,700	8,240	+51.6%	Shares	Sole	2026-05-04
2024-03-31	$206,057	5,434	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.