Revolve Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1808992 Hackensack, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,164,671

+$420,941 QoQ

Shares Held

20,440

+34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,804

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Revolve Wealth Partners, LLC holds $7,753,972 across 5 Banks - Diversified names. BAC ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,585	$4,446,778
2	C	Citigroup Inc	8,790	$1,230,248
3	BAC	Bank Of America Corp /De/ This page	20,440	$1,164,671
4	WFC	Wells Fargo & Company/Mn	6,220	$514,020
5	BNY	Bank of New York Mellon Corp	2,754	$398,255

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,671	20,440	+34.0%	Shares	Sole	2026-07-09
2026-03-31	$743,730	15,256	+9.3%	Shares	Sole	2026-04-13
2025-12-31	$767,360	13,952	-5.3%	Shares	Sole	2026-01-20
2025-09-30	$759,972	14,731	+8.1%	Shares	Sole	2025-10-14
2025-06-30	$645,113	13,633	-3.5%	Shares	Sole	2025-07-28
2025-03-31	$589,728	14,132	+1.7%	Shares	Sole	2025-04-14
2024-12-31	$610,553	13,892	-12.9%	Shares	Sole	2025-03-19
2024-09-30	$632,657	15,944	+20.2%	Shares	Sole	2024-10-18
2024-06-30	$527,549	13,265	+2.9%	Shares	Sole	2024-07-19
2024-03-31	$489,054	12,897	+0.6%	Shares	Sole	2024-04-15
2023-12-31	$431,817	12,825	-1.5%	Shares	Sole	2024-01-12
2023-09-30	$356,432	13,018	+34.1%	Shares	Sole	2023-10-10
2023-06-30	$278,436	9,705	-5.7%	Shares	Sole	2023-07-20
2023-03-31	$294,294	10,290	-14.5%	Shares	Sole	2023-04-06
2022-12-31	$398,566	12,034	+35.2%	Shares	Sole	2023-01-17
2022-09-30	$268,900	8,904	+8.7%	Shares	Sole	2022-10-12
2022-06-30	$255,079	8,194	-0.2%	Shares	Sole	2022-07-11
2022-03-31	$338,374	8,209	-1.4%	Shares	Sole	2022-04-19
2021-12-31	$370,423	8,326	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.