Robertson Stephens Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1767307 San Francisco, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$12,865,913

+$1,848,072 QoQ

Shares Held

225,797

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#636

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $43,215,091 across 5 Banks - Diversified names. BAC ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	75,156	$24,600,813
2	BAC	Bank Of America Corp /De/ This page	225,797	$12,865,913
3	WFC	Wells Fargo & Company/Mn	40,539	$3,350,142
4	C	Citigroup Inc	14,956	$2,093,241
5	BNY	Bank of New York Mellon Corp	2,109	$304,982

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,865,913	225,797	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$11,017,841	226,007	+371.6%	Shares	Sole	2026-04-28
2025-12-31	$2,635,985	47,927	+24.6%	Shares	Sole	2026-02-02
2025-09-30	$1,984,770	38,472	-8.0%	Shares	Sole	2025-11-12
2025-06-30	$1,979,632	41,835	-3.2%	Shares	Sole	2025-07-24
2025-03-31	$1,803,111	43,209	-81.8%	Shares	Sole	2025-04-17
2024-12-31	$10,436,762	237,469	-0.5%	Shares	Sole	2025-01-27
2024-09-30	$9,470,028	238,660	-4.6%	Shares	Sole	2024-11-12
2024-06-30	$9,950,811	250,209	+2.2%	Shares	Sole	2024-08-13
2024-03-31	$9,284,332	244,840	+6.0%	Shares	Sole	2024-05-15
2023-12-31	$7,773,931	230,886	-8.4%	Shares	Sole	2024-02-06
2023-09-30	$6,899,294	251,983	-3.3%	Shares	Sole	2023-11-13
2023-06-30	$7,475,122	260,548	-4.0%	Shares	Sole	2023-08-11
2023-03-31	$7,760,467	271,345	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$8,978,964	271,104	-10.9%	Shares	Sole	2023-02-14
2022-09-30	$9,184,212	304,113	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$9,566,964	307,323	-0.2%	Shares	Sole	2022-08-12
2022-03-31	$12,698,686	308,071	+2.6%	Shares	Sole	2022-05-16
2021-12-31	$13,364,573	300,395	+29.7%	Shares	Sole	2022-02-14
2021-09-30	$9,832,863	231,634	+0.2%	Shares	Sole	2021-11-10
2021-06-30	$9,534,107	231,242	-3.5%	Shares	Sole	2021-08-17
2021-03-31	$9,270,975	239,622	+1658.7%	Shares	Sole	2021-05-07
2020-12-31	$412,973	13,625	-7.5%	Shares	Sole	2021-02-10
2020-09-30	$354,725	14,725	-48.5%	Shares	Sole	2020-11-10
2020-06-30	$678,893	28,585	+4.1%	Shares	Sole	2020-08-12
2020-03-31	$582,805	27,452	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.