Aberdeen Wealth Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 1802654
LAKE BLUFF, IL
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,460
+$100,883 QoQ
Shares Held
12,258
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,215
of 3,595 holders
Holding Since
Mar 2020
26 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, 2026Aberdeen Wealth Management LLC holds $2,214,281 across 5 Banks - Diversified names. BAC ranks #2 (31.5% of the industry book) .
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,460 | 12,258 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $597,577 | 12,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $695,365 | 12,643 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $647,867 | 12,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,244 | 12,558 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $524,045 | 12,558 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $551,924 | 12,558 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $498,301 | 12,558 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $487,500 | 12,258 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $464,823 | 12,258 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $412,726 | 12,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $335,624 | 12,258 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $351,682 | 12,258 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $350,578 | 12,258 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $405,984 | 12,258 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $370,191 | 12,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $381,591 | 12,258 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $505,274 | 12,258 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $545,358 | 12,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,352 | 12,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $505,397 | 12,258 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $474,262 | 12,258 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $380,208 | 12,544 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $308,062 | 12,788 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $404,628 | 17,037 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $271,340 | 12,781 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||