Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$686,664
+$228,172 QoQ
Shares Held
12,051
+28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,230
of 3,594 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,316,836
PutShares
34,727
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, 2026Curated Wealth Partners LLC holds $3,879,343 across 5 Banks - Diversified names. BAC ranks #2 (17.7% of the industry book) .
All Filings in BAC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,664 | 12,051 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $458,492 | 9,405 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $4,330,260 | 78,732 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $279,048 | 5,409 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $297,452 | 6,286 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,327,137 | 31,803 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $1,422,177 | 32,359 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $1,274,162 | 32,111 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $1,365,500 | 34,335 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,316,836 | 34,727 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $1,191,950 | 35,401 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $981,735 | 35,856 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,083,475 | 37,765 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $1,104,274 | 38,611 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,259,221 | 38,020 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $1,088,165 | 36,032 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,225,648 | 39,372 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,099,706 | 26,679 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,186,946 | 26,679 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $1,382,256 | 32,562 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,330,285 | 32,265 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,176,640 | 30,412 | Shares | Other | 2021-05-14 | |
| 2021-03-31 | $4,000 | 8,500 | Principal | Sole | 2021-05-14 | |
| 2020-12-31 | $844,497 | 27,862 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||