Cornerstone Wealth Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1774879
HUNTERSVILLE, NC
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,341,863
+$3,731,936 QoQ
Shares Held
304,350
+9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#529
of 3,594 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, 2026Cornerstone Wealth Group, LLC holds $45,842,333 across 9 Banks - Diversified names. BAC ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,277 | $18,748,480 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
304,350 | $17,341,863 | |
| 3 | C |
Citigroup Inc
|
52,619 | $7,364,555 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,233 | $845,655 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,239 | $468,391 | |
| 6 | BCS |
Barclays PLC
|
14,194 | $381,250 | |
| 7 | SAN |
Banco Santander, S.A.
|
17,463 | $240,989 | |
| 8 | ING |
Ing Groep NV
|
7,201 | $225,967 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,341,863 | 304,350 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,609,927 | 279,178 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,535,960 | 282,472 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,455,260 | 280,195 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,123,397 | 277,333 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,326,022 | 271,412 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,151,213 | 253,725 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $13,754,437 | 346,634 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,743,557 | 345,576 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $12,862,388 | 339,198 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,410,935 | 220,105 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,634,120 | 59,683 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,752,413 | 61,081 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,691,001 | 129,056 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,049,598 | 61,884 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,916,401 | 63,457 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,880,563 | 60,410 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,952,580 | 144,410 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,750,695 | 219,166 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $9,051,146 | 213,219 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,297,088 | 55,714 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,151,318 | 55,604 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,032,043 | 67,042 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,691,118 | 70,200 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,618,443 | 68,145 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,442,238 | 67,934 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||