Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$955,839
+$342,906 QoQ
Shares Held
16,775
+33.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,966
of 3,595 holders
Holding Since
Dec 2020
23 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, 2026TrueWealth Advisors, LLC holds $3,262,382 across 3 Banks - Diversified names. BAC ranks #3 (29.3% of the industry book) .
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,839 | 16,775 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $612,933 | 12,573 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $551,705 | 10,031 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $460,853 | 8,933 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $425,832 | 8,999 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $375,820 | 9,006 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $383,068 | 8,716 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $378,428 | 9,537 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $370,179 | 9,308 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $306,583 | 8,085 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $307,373 | 9,129 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $253,100 | 9,244 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $270,747 | 9,437 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $293,521 | 10,263 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $476,431 | 14,385 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $433,974 | 14,370 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $446,964 | 14,358 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $567,228 | 13,761 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $612,226 | 13,761 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $593,833 | 13,989 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $566,129 | 13,731 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $531,252 | 13,731 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $419,884 | 13,853 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||