Cypress Point Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1825611
DALLAS, TX
Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,042,278
+$440,216 QoQ
Shares Held
18,292
+48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,894
of 3,594 holders
Holding Since
Dec 2020
8 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, 2026Cypress Point Wealth Management, LLC holds $2,076,871 across 3 Banks - Diversified names. BAC ranks #1 (50.2% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,278 | 18,292 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $602,062 | 12,350 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $289,080 | 5,256 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $271,105 | 5,255 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $248,571 | 5,253 | Shares | Sole | 2025-07-10 | |
| 2021-09-30 | $42,450 | 1,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $41,230 | 1,000 | Shares | Sole | 2021-08-04 | |
| 2020-12-31 | $390,999 | 12,900 | Shares | Other | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||