Regent Peak Wealth Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1803329 ATLANTA, GA

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$801,879

+$143,316 QoQ

Shares Held

14,073

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,099

of 3,594 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,483,305 across 4 Banks - Diversified names. BAC ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,828	$2,562,339
2	BAC	Bank Of America Corp /De/ This page	14,073	$801,879
3	C	Citigroup Inc	4,567	$639,197
4	WFC	Wells Fargo & Company/Mn	5,807	$479,890

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$801,879	14,073	+4.2%	Shares	Sole	2026-07-10
2026-03-31	$658,563	13,509	+7.1%	Shares	Sole	2026-04-14
2025-12-31	$693,440	12,608	+4.5%	Shares	Sole	2026-01-08
2025-09-30	$622,175	12,060	+0.7%	Shares	Sole	2025-10-16
2025-03-31	$499,716	11,975	+0.0%	Shares	Sole	2025-04-14
2024-12-31	$526,125	11,971	+10.3%	Shares	Sole	2025-01-07
2024-09-30	$430,726	10,855	+1.8%	Shares	Sole	2024-10-16
2024-06-30	$424,186	10,666	+5.2%	Shares	Sole	2024-08-14
2024-03-31	$384,584	10,142	+1.7%	Shares	Sole	2024-05-01
2023-12-31	$335,891	9,976	+3.2%	Shares	Sole	2024-01-23
2023-09-30	$264,545	9,662	+15.9%	Shares	Sole	2023-11-03
2023-06-30	$239,274	8,340	+4.7%	Shares	Sole	2023-07-19
2023-03-31	$227,713	7,962	-14.2%	Shares	Sole	2023-04-24
2022-12-31	$307,320	9,279	+1.3%	Shares	Sole	2023-02-08
2022-09-30	$276,601	9,159	+5.2%	Shares	Sole	2022-11-14
2022-06-30	$271,111	8,709	-2.9%	Shares	Sole	2022-08-11
2022-03-31	$369,784	8,971	+4.7%	Shares	Sole	2022-05-03
2021-12-31	$381,101	8,566	+5.4%	Shares	Sole	2022-02-11
2021-09-30	$344,948	8,126	+1.8%	Shares	Sole	2021-11-08
2021-06-30	$329,139	7,983	+17.2%	Shares	Sole	2021-08-16
2021-03-31	$263,594	6,813	+31.4%	Shares	Sole	2021-04-28
2020-12-31	$157,127	5,184	-57.9%	Shares	Sole	2021-02-12
2020-06-30	$292,125	12,300	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.