Marks Group Wealth Management, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1802473 MINNETONKA, MN

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$451,395

+$77,239 QoQ

Shares Held

7,922

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,596

of 3,589 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 83% Shared 17% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. BAC ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,463	$7,025,483
2	WFC	Wells Fargo & Company/Mn	38,680	$3,196,514
3	SAN	Banco Santander, S.A.	68,891	$950,695
4	MUFG	Mitsubishi Ufj Financial Group Inc	35,541	$706,910
5	HSBC	Hsbc Holdings PLC	7,297	$693,871
6	BAC	Bank Of America Corp /De/ This page	7,922	$451,395
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,644	$392,037
8	UBS	UBS Group AG	6,941	$343,995

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,395	7,922	+3.2%	Shares	Sole	2026-07-28
2026-03-31	$374,156	7,675	+9.3%	Shares	Other	2026-05-05
2025-12-31	$386,375	7,025	+15.4%	Shares	Other	2026-02-11
2025-09-30	$314,079	6,088	0.0%	Shares	Sole	2025-11-10
2025-06-30	$288,084	6,088	-11.7%	Shares	Sole	2025-07-22
2025-03-31	$287,603	6,892	0.0%	Shares	Sole	2025-05-01
2024-12-31	$302,903	6,892	0.0%	Shares	Sole	2025-01-29
2024-09-30	$273,474	6,892	-14.4%	Shares	Sole	2024-10-30
2024-06-30	$320,307	8,054	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$329,562	8,691	0.0%	Shares	Sole	2024-04-29
2023-12-31	$292,625	8,691	+6.5%	Shares	Sole	2024-02-01
2023-09-30	$223,448	8,161	—	Shares	Other	2023-10-30
No filing history on record for this holder in this stock.