Keebeck Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1803675 Chicago, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,094,243

+$439,482 QoQ

Shares Held

19,204

+43.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,854

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keebeck Wealth Management holds $11,213,240 across 13 Banks - Diversified names. BAC ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	36,753	$3,037,267
2	JPM	Jpmorgan Chase & Co	9,065	$2,967,246
3	BAC	Bank Of America Corp /De/ This page	19,204	$1,094,243
4	C	Citigroup Inc	6,096	$853,196
5	UBS	UBS Group AG	10,584	$524,543
6	HSBC	Hsbc Holdings PLC	5,487	$521,758
7	SAN	Banco Santander, S.A.	30,465	$420,417
8	MUFG	Mitsubishi Ufj Financial Group Inc	17,399	$346,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,243	19,204	+43.0%	Shares	Other	2026-08-11
2026-03-31	$654,761	13,431	-3.0%	Shares	Other	2026-05-14
2025-12-31	$761,805	13,851	+10.9%	Shares	Other	2026-02-17
2025-09-30	$644,410	12,491	+4.4%	Shares	Other	2025-11-14
2025-06-30	$565,899	11,959	+5.1%	Shares	Other	2025-08-14
2025-03-31	$474,970	11,382	+1.4%	Shares	Other	2025-05-15
2024-12-31	$493,382	11,226	+5.7%	Shares	Other	2025-02-14
2024-09-30	$421,480	10,622	+0.5%	Shares	Other	2024-11-14
2024-06-30	$420,368	10,570	-14.1%	Shares	Other	2024-08-14
2024-03-31	$466,795	12,310	-0.8%	Shares	Other	2024-05-14
2023-12-31	$417,777	12,408	+7.1%	Shares	Other	2024-02-14
2023-09-30	$317,224	11,586	+0.4%	Shares	Other	2023-11-14
2023-06-30	$331,082	11,540	+27.2%	Shares	Other	2023-08-14
2023-03-31	$259,373	9,069	+3.7%	Shares	Other	2023-05-15
2022-12-31	$289,634	8,745	+2.8%	Shares	Other	2023-02-14
2022-09-30	$256,790	8,503	0.0%	Shares	Sole	2022-11-14
2022-06-30	$264,698	8,503	+33.4%	Shares	Sole	2022-08-15
2022-03-31	$262,695	6,373	0.0%	Shares	Sole	2022-05-16
2021-12-31	$283,534	6,373	+20.7%	Shares	Sole	2022-02-14
2021-09-30	$224,051	5,278	-20.2%	Shares	Sole	2021-11-16
2021-06-30	$272,860	6,618	-79.3%	Shares	Sole	2021-08-16
2021-03-31	$1,235,294	31,928	0.0%	Shares	Sole	2021-05-13
2020-12-31	$967,737	31,928	+3.7%	Shares	Sole	2021-02-16
2020-09-30	$741,442	30,778	-4.6%	Shares	Sole	2020-11-02
2020-06-30	$766,602	32,278	0.0%	Shares	Sole	2020-08-06
2020-03-31	$685,261	32,278	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.