Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$236,865
-$127,784 QoQ
Shares Held
4,157
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,145
of 3,595 holders
Holding Since
Dec 2022
13 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, 2026waypoint wealth counsel holds $1,125,316 across 3 Banks - Diversified names. BAC ranks #3 (21.0% of the industry book) .
All Filings in BAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,865 | 4,157 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $364,649 | 7,480 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $528,110 | 9,602 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $450,690 | 8,736 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $361,145 | 7,632 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $324,450 | 7,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $325,933 | 7,416 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $264,625 | 6,669 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $225,733 | 5,676 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $213,147 | 5,621 | Shares | Other | 2024-04-12 | |
| 2023-06-30 | $211,616 | 7,376 | Shares | Other | 2024-04-02 | |
| 2023-03-31 | $993,134 | 34,725 | Shares | Other | 2024-04-04 | |
| 2022-12-31 | $1,122,237 | 33,884 | Shares | Other | 2024-03-22 | |
| No filing history on record for this holder in this stock. | ||||||