Secure Asset Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1800692 Troy, MI

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,411,962

+$613,517 QoQ

Shares Held

59,880

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,164

of 3,595 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $6,402,927 across 5 Banks - Diversified names. BAC ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	59,880	$3,411,962
2	JPM	Jpmorgan Chase & Co	3,831	$1,254,001
3	BNY	Bank of New York Mellon Corp	5,157	$745,753
4	WFC	Wells Fargo & Company/Mn	8,160	$674,342
5	C	Citigroup Inc	2,264	$316,869

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,411,962	59,880	+4.3%	Shares	Sole	2026-07-15
2026-03-31	$2,798,445	57,404	+6.8%	Shares	Sole	2026-04-09
2025-12-31	$2,956,910	53,762	+2.6%	Shares	Sole	2026-01-20
2025-09-30	$2,702,335	52,381	+12.3%	Shares	Sole	2025-10-09
2025-06-30	$2,207,714	46,655	-27.3%	Shares	Sole	2025-07-10
2025-03-31	$2,679,525	64,211	+538.8%	Shares	Sole	2025-04-10
2024-12-31	$441,785	10,052	-27.6%	Shares	Sole	2025-01-17
2024-09-30	$550,639	13,877	-24.6%	Shares	Sole	2024-10-16
2024-06-30	$731,807	18,401	+83.8%	Shares	Sole	2024-07-24
2024-03-31	$379,692	10,013	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.