Prestige Wealth Management Group LLC
Position in BAC — Bank Of America Corp /De/
CIK 1772715
FLEMINGTON, NJ
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,203,357
+$829,184 QoQ
Shares Held
56,219
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,193
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. BAC ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,203,357 | 56,219 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,374,173 | 48,701 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,708,255 | 49,241 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,414,101 | 46,794 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $2,172,649 | 45,914 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $1,971,783 | 47,251 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $2,088,942 | 47,530 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,865,316 | 47,009 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $2,568,823 | 64,592 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,334,935 | 35,204 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,710,031 | 50,788 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,125,317 | 41,100 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $622,801 | 21,708 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $607,978 | 21,258 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $708,535 | 21,393 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $584,822 | 19,365 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $614,536 | 19,741 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $968,463 | 23,495 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $974,508 | 21,904 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $975,797 | 22,987 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,447,543 | 35,109 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,382,586 | 35,735 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $836,585 | 27,601 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $506,516 | 21,026 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $567,981 | 23,915 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $287,496 | 13,542 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||