Golden State Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1776033
SANTA ANA, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,118,004
-$24,208 QoQ
Shares Held
19,621
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,836
of 3,594 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. BAC ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,508 | $4,421,573 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
19,621 | $1,118,004 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,565 | $377,251 | |
| 4 | C |
Citigroup Inc
|
2,162 | $302,593 | |
| 5 | UBS |
UBS Group AG
|
3,212 | $159,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,316 | $145,515 | |
| 7 | ING |
Ing Groep NV
|
633 | $19,863 | |
| 8 | BCS |
Barclays PLC
|
736 | $19,768 |
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,004 | 19,621 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,142,212 | 23,430 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,310,210 | 23,822 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,291,658 | 25,037 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,184,750 | 25,037 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,013,037 | 24,276 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $989,358 | 22,511 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $984,993 | 23,896 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,588,381 | 35,702 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,093,596 | 25,762 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,061,260 | 25,740 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $914,863 | 23,646 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,021,356 | 33,697 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $554,527 | 23,019 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $838,351 | 35,299 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $573,995 | 27,037 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||