Parcion Private Wealth LLC

Position in BAC — Bank Of America Corp /De/

CIK 1801263 BELLEVUE, WA

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,916,519

+$790,710 QoQ

Shares Held

86,285

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#997

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Parcion Private Wealth LLC holds $25,574,885 across 5 Banks - Diversified names. BAC ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,322	$13,853,260
2	WFC	Wells Fargo & Company/Mn	61,395	$5,073,682
3	BAC	Bank Of America Corp /De/ This page	86,285	$4,916,519
4	C	Citigroup Inc	8,830	$1,235,846
5	BNY	Bank of New York Mellon Corp	3,427	$495,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,916,519	86,285	+2.0%	Shares	Other	2026-07-27
2026-03-31	$4,125,809	84,632	+0.3%	Shares	Other	2026-04-22
2025-12-31	$4,641,230	84,386	+1.0%	Shares	Other	2026-01-26
2025-09-30	$4,310,292	83,549	+5.1%	Shares	Other	2025-10-14
2025-06-30	$3,760,992	79,480	+1.3%	Shares	Other	2025-07-30
2025-03-31	$3,273,634	78,448	+0.3%	Shares	Other	2025-05-02
2024-12-31	$3,436,010	78,180	-0.5%	Shares	Other	2025-02-03
2024-09-30	$3,118,054	78,580	-0.4%	Shares	Other	2024-10-23
2024-06-30	$3,139,045	78,930	+1.1%	Shares	Other	2024-08-06
2024-03-31	$2,961,058	78,087	-1.3%	Shares	Other	2024-04-24
2023-12-31	$2,663,902	79,118	0.0%	Shares	Other	2024-01-23
2023-09-30	$2,166,250	79,118	-0.1%	Shares	Sole	2023-10-27
2023-06-30	$2,272,505	79,209	0.0%	Shares	Sole	2023-08-02
2023-03-31	$2,265,377	79,209	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$2,612,074	78,867	0.0%	Shares	Sole	2023-02-10
2022-09-30	$2,381,782	78,867	0.0%	Shares	Other	2022-10-14
2022-06-30	$2,455,129	78,867	+1.3%	Shares	Other	2022-08-12
2022-03-31	$3,207,987	77,826	-0.7%	Shares	Other	2022-05-06
2021-12-31	$3,486,947	78,376	-0.4%	Shares	Other	2022-02-08
2021-09-30	$3,339,498	78,669	+0.1%	Shares	Other	2021-11-15
2021-06-30	$3,241,131	78,611	-0.8%	Shares	Sole	2021-07-30
2021-03-31	$3,064,673	79,211	+6.7%	Shares	Sole	2021-04-08
2020-12-31	$2,249,335	74,211	-4.5%	Shares	Sole	2021-02-11
2020-09-30	$1,871,022	77,668	-9.1%	Shares	Sole	2020-10-20
2020-06-30	$2,029,580	85,456	-0.2%	Shares	Sole	2020-07-21
2020-03-31	$1,818,583	85,661	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.