CFM WEALTH PARTNERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1801097 AUSTIN, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$459,372

+$87,507 QoQ

Shares Held

8,062

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,577

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $17,083,138 across 4 Banks - Diversified names. BAC ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,410	$11,590,755
2	RY	Royal Bank Of Canada	21,401	$4,429,364
3	C	Citigroup Inc	4,313	$603,647
4	BAC	Bank Of America Corp /De/ This page	8,062	$459,372

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$459,372	8,062	+5.7%	Shares	Sole	2026-08-07
2026-03-31	$371,865	7,628	0.0%	Shares	Sole	2026-04-21
2025-12-31	$419,540	7,628	0.0%	Shares	Sole	2026-01-27
2025-09-30	$393,528	7,628	0.0%	Shares	Sole	2025-11-03
2025-06-30	$360,956	7,628	0.0%	Shares	Sole	2025-07-23
2025-03-31	$318,316	7,628	-5.6%	Shares	Sole	2025-04-25
2024-12-31	$355,247	8,083	0.0%	Shares	Sole	2025-01-24
2024-09-30	$320,733	8,083	+2.5%	Shares	Sole	2024-10-23
2024-06-30	$313,506	7,883	0.0%	Shares	Sole	2024-07-18
2024-03-31	$298,923	7,883	0.0%	Shares	Sole	2024-04-15
2023-12-31	$265,420	7,883	-8.2%	Shares	Sole	2024-01-12
2023-09-30	$235,002	8,583	-2.0%	Shares	Sole	2023-10-11
2023-06-30	$251,295	8,759	0.0%	Shares	Sole	2023-07-14
2023-03-31	$250,507	8,759	-11.5%	Shares	Sole	2023-04-12
2022-12-31	$327,854	9,899	+5.1%	Shares	Sole	2023-01-20
2022-09-30	$284,453	9,419	0.0%	Shares	Sole	2022-10-17
2022-06-30	$293,213	9,419	-4.2%	Shares	Sole	2022-07-12
2022-03-31	$405,192	9,830	-0.0%	Shares	Sole	2022-04-14
2021-12-31	$437,425	9,832	-2.0%	Shares	Sole	2022-01-21
2021-09-30	$425,773	10,030	+2.0%	Shares	Sole	2021-10-25
2021-06-30	$405,290	9,830	0.0%	Shares	Sole	2021-07-21
2021-03-31	$380,322	9,830	-9.5%	Shares	Sole	2021-05-17
2020-12-31	$329,166	10,860	0.0%	Shares	Sole	2021-02-10
2020-09-30	$261,617	10,860	-3.4%	Shares	Sole	2020-11-10
2020-06-30	$266,902	11,238	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$236,565	11,143	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.