WFA of San Diego, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1821407 SAN DIEGO, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$183,646

+$7,025 QoQ

Shares Held

3,223

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,300

of 3,594 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,903,439 across 4 Banks - Diversified names. BAC ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	8,090	$1,169,894
2	JPM	Jpmorgan Chase & Co	983	$321,765
3	C	Citigroup Inc	1,630	$228,134
4	BAC	Bank Of America Corp /De/ This page	3,223	$183,646

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$183,646	3,223	-11.0%	Shares	Sole	2026-08-14
2026-03-31	$176,621	3,623	0.0%	Shares	Sole	2026-05-11
2025-12-31	$199,265	3,623	+3.9%	Shares	Sole	2026-02-17
2025-09-30	$179,842	3,486	0.0%	Shares	Sole	2026-02-17
2025-06-30	$164,957	3,486	-53.5%	Shares	Sole	2025-08-15
2024-09-30	$297,322	7,493	-0.6%	Shares	Sole	2024-11-13
2024-06-30	$299,706	7,536	+1.8%	Shares	Sole	2024-08-14
2023-09-30	$202,776	7,406	-2.4%	Shares	Sole	2023-11-02
2023-06-30	$217,642	7,586	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$218,933	7,655	-18.5%	Shares	Sole	2023-04-17
2022-12-31	$311,029	9,391	-1.9%	Shares	Sole	2023-01-31
2022-09-30	$289,074	9,572	+32.7%	Shares	Sole	2022-10-18
2022-06-30	$224,509	7,212	-5.8%	Shares	Sole	2022-07-28
2022-03-31	$315,539	7,655	-23.5%	Shares	Sole	2022-04-25
2021-12-31	$445,166	10,006	+24.7%	Shares	Sole	2022-02-07
2021-09-30	$340,491	8,021	-0.9%	Shares	Sole	2021-10-25
2021-06-30	$333,798	8,096	-4.8%	Shares	Sole	2021-08-11
2021-03-31	$329,097	8,506	-16.8%	Shares	Sole	2021-05-14
2020-09-30	$246,320	10,225	-94.1%	Shares	Sole	2020-11-06
2020-06-30	$4,142,166	174,407	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.