Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,465,121
+$720,186 QoQ
Shares Held
95,913
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#951
of 3,589 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$4,818
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. BAC ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
|
3,156 | $383,233 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,465,121 | 95,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,744,935 | 97,332 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $5,018,585 | 91,247 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,708,980 | 91,277 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,273,895 | 90,319 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,552,182 | 85,123 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,640,290 | 82,828 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $3,251,537 | 81,944 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,249,805 | 81,715 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,101,363 | 81,787 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,929,593 | 87,009 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,377,980 | 86,851 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,340,300 | 81,572 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $2,452,678 | 85,758 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $2,755,087 | 83,185 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,036,006 | 100,530 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,884,132 | 92,648 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,312,189 | 104,614 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,508,079 | 56,374 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,311,683 | 56,068 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,982,823 | 51,249 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,598,822 | 52,749 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,818 | 200 | Put | Sole | 2020-10-27 | |
| 2020-09-30 | $1,308,231 | 54,306 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,278,272 | 53,822 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $11,875 | 500 | Put | Sole | 2020-07-20 | |
| 2020-03-31 | $1,152,534 | 54,288 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||