Waterfront Wealth Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1775210 OVERLAND PARK, KS

Position in BAC

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

Position Value

$1,039,258

+$150,156 QoQ

Shares Held

18,239

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,896

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $6,436,807 across 4 Banks - Diversified names. BAC ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,082	$2,645,481
2	C	Citigroup Inc	15,949	$2,232,222
3	BAC	Bank Of America Corp /De/ This page	18,239	$1,039,258
4	SAN	Banco Santander, S.A.	37,670	$519,846

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,039,258	18,239	+0.0%	Shares	Sole	2026-07-30
2026-03-31	$889,102	18,238	-0.5%	Shares	Sole	2026-04-30
2025-12-31	$1,008,590	18,338	-2.0%	Shares	Sole	2026-01-27
2025-09-30	$965,713	18,719	+1.3%	Shares	Sole	2025-11-06
2025-06-30	$874,331	18,477	-4.5%	Shares	Sole	2025-08-04
2025-03-31	$806,974	19,338	-1.6%	Shares	Sole	2025-04-25
2024-12-31	$863,705	19,652	+9.1%	Shares	Sole	2025-02-03
2024-09-30	$714,517	18,007	-1.0%	Shares	Sole	2024-10-31
2024-06-30	$723,098	18,182	-9.6%	Shares	Sole	2024-08-01
2024-03-31	$762,571	20,110	+0.5%	Shares	Sole	2024-05-13
2023-12-31	$673,703	20,009	0.0%	Shares	Sole	2024-01-31
2023-09-30	$547,846	20,009	-1.1%	Shares	Sole	2023-11-09
2023-06-30	$580,570	20,236	-4.4%	Shares	Sole	2023-07-28
2023-03-31	$605,376	21,167	-0.8%	Shares	Sole	2023-04-19
2022-12-31	$707,012	21,347	-1.3%	Shares	Sole	2023-01-31
2022-09-30	$652,893	21,619	-1.0%	Shares	Sole	2022-11-02
2022-06-30	$679,910	21,841	-4.0%	Shares	Sole	2022-07-25
2022-03-31	$937,342	22,740	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$1,010,545	22,714	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$950,413	22,389	-4.3%	Shares	Sole	2021-11-02
2021-06-30	$964,699	23,398	+0.2%	Shares	Sole	2021-08-04
2021-03-31	$903,101	23,342	-17.9%	Shares	Sole	2021-04-23
2020-12-31	$861,682	28,429	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.