PACES FERRY WEALTH ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1819919
ATLANTA, GA
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$493,161
+$58,116 QoQ
Shares Held
8,655
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,504
of 3,594 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,344,005 across 3 Banks - Diversified names. BAC ranks #2 (11.4% of the industry book) .
All Filings in BAC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,161 | 8,655 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $435,045 | 8,924 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $496,320 | 9,024 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $469,881 | 9,108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $438,893 | 9,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $396,685 | 9,506 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $427,765 | 9,733 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $393,943 | 9,928 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $397,739 | 10,001 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $382,119 | 10,077 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $359,359 | 10,673 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $280,371 | 10,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $301,990 | 10,526 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $347,032 | 12,134 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $338,387 | 10,217 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $304,929 | 10,097 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $312,576 | 10,041 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $411,911 | 9,993 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $472,572 | 10,622 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $574,008 | 13,522 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $570,664 | 13,841 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $552,299 | 14,275 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $432,796 | 14,279 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $211,727 | 8,789 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||