Wellspring Financial Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1811308
CLEVELAND, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,834,584
+$325,471 QoQ
Shares Held
49,747
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,256
of 3,594 holders
Holding Since
Mar 2022
15 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, 2026Wellspring Financial Advisors, LLC holds $9,917,532 across 5 Banks - Diversified names. BAC ranks #2 (28.6% of the industry book) .
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,834,584 | 49,747 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,509,113 | 51,469 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,864,610 | 33,902 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $760,281 | 14,737 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $874,095 | 18,472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $442,379 | 10,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $470,265 | 10,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $667,735 | 16,828 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $420,607 | 10,576 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $372,564 | 9,825 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $300,605 | 8,928 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $248,473 | 9,075 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $672,700 | 23,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $208,656 | 6,300 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $133,594 | 3,241 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||