Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$500,113
+$147,673 QoQ
Shares Held
8,777
+37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,498
of 3,595 holders
Holding Since
Dec 2021
6 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, 20261900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. BAC ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,355 | $2,734,842 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,801 | $1,057,874 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,416 | $783,207 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,903 | $773,136 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
8,777 | $500,113 | |
| 6 | C |
Citigroup Inc
|
1,476 | $206,580 |
All Filings in BAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,113 | 8,777 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $352,440 | 6,408 | Shares | Sole | 2026-01-20 | |
| 2023-12-31 | $376,464 | 11,181 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $402,239 | 14,691 | Shares | Sole | 2023-10-17 | |
| 2022-03-31 | $225,102 | 5,461 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $242,959 | 5,461 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||