Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$298,575
+$43,174 QoQ
Shares Held
5,240
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#2,959
of 3,595 holders
Holding Since
Mar 2021
16 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, 2026TL Private Wealth holds $781,181 across 3 Banks - Diversified names. BAC ranks #1 (38.2% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,575 | 5,240 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $255,401 | 5,239 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $304,590 | 5,538 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $313,460 | 6,076 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $287,516 | 6,076 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $253,551 | 6,076 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $267,040 | 6,076 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $241,095 | 6,076 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $241,642 | 6,076 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $230,401 | 6,076 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $204,578 | 6,076 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $248,391 | 6,026 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $274,770 | 6,176 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $262,171 | 6,176 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $238,144 | 5,776 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $223,473 | 5,776 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||