RMR Wealth Builders

Position in BAC — Bank Of America Corp /De/

CIK 1803848 Montclair, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$905,754

+$136,821 QoQ

Shares Held

15,896

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,997

of 3,589 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $17,196,407 across 5 Banks - Diversified names. BAC ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,694	$13,975,027
2	C	Citigroup Inc	12,409	$1,736,763
3	BAC	Bank Of America Corp /De/ This page	15,896	$905,754
4	RY	Royal Bank Of Canada	1,821	$376,892
5	HSBC	Hsbc Holdings PLC	2,124	$201,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,754	15,896	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$768,933	15,773	-10.1%	Shares	Sole	2026-04-22
2025-12-31	$964,865	17,543	+4.8%	Shares	Sole	2026-01-29
2025-09-30	$863,255	16,733	-20.9%	Shares	Sole	2025-11-05
2025-06-30	$1,001,575	21,166	-5.6%	Shares	Sole	2025-07-08
2025-03-31	$936,087	22,432	-9.1%	Shares	Sole	2025-04-16
2024-12-31	$1,084,642	24,679	-55.5%	Shares	Sole	2025-01-14
2024-09-30	$2,199,462	55,430	-1.0%	Shares	Sole	2024-10-21
2024-06-30	$2,227,358	56,006	+5.1%	Shares	Sole	2024-07-23
2024-03-31	$2,020,908	53,294	+40.5%	Shares	Sole	2024-04-15
2023-12-31	$1,277,204	37,933	+24.3%	Shares	Sole	2024-02-06
2023-09-30	$835,391	30,511	+100.2%	Shares	Sole	2023-10-23
2023-06-30	$437,178	15,238	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$436,550	15,264	-8.1%	Shares	Sole	2023-04-11
2022-12-31	$550,288	16,615	+8.4%	Shares	Sole	2023-02-15
2022-09-30	$462,966	15,330	+1.6%	Shares	Sole	2022-11-08
2022-06-30	$469,907	15,095	-9.9%	Shares	Sole	2022-08-02
2022-03-31	$690,929	16,762	+67.2%	Shares	Sole	2022-05-13
2021-12-31	$445,967	10,024	-24.9%	Shares	Sole	2022-02-02
2021-09-30	$566,707	13,350	+12.9%	Shares	Sole	2021-10-18
2021-06-30	$487,668	11,828	-32.1%	Shares	Sole	2021-08-16
2021-03-31	$673,863	17,417	+66.5%	Shares	Sole	2021-05-13
2020-12-31	$317,012	10,459	-40.2%	Shares	Sole	2021-02-26
2020-09-30	$421,550	17,499	+165.4%	Shares	Sole	2020-11-13
2020-06-30	$156,583	6,593	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.