44 WEALTH MANAGEMENT LLC

Position in BAC — Bank Of America Corp /De/

CIK 1831187 EUGENE, OR

Position in BAC

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

Position Value

$824,500

+$269,725 QoQ

Shares Held

14,470

+27.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,074

of 3,594 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $12,459,070 across 4 Banks - Diversified names. BAC ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,522	$5,080,816
2	C	Citigroup Inc	26,940	$3,770,522
3	WFC	Wells Fargo & Company/Mn	33,679	$2,783,232
4	BAC	Bank Of America Corp /De/ This page	14,470	$824,500

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,500	14,470	+27.2%	Shares	Sole	2026-08-14
2026-03-31	$554,775	11,380	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$659,285	11,987	+27.5%	Shares	Sole	2026-02-09
2025-09-30	$485,152	9,404	+35.7%	Shares	Sole	2025-11-14
2025-06-30	$328,022	6,932	-26.8%	Shares	Sole	2025-08-15
2023-06-30	$271,665	9,469	-7.4%	Shares	Sole	2023-07-18
2023-03-31	$292,435	10,225	+6.7%	Shares	Sole	2023-04-20
2022-12-31	$317,455	9,585	-9.2%	Shares	Sole	2023-01-20
2022-09-30	$318,912	10,560	+0.3%	Shares	Sole	2022-10-12
2022-06-30	$327,612	10,524	+3.4%	Shares	Sole	2022-07-22
2022-03-31	$419,660	10,181	-0.9%	Shares	Sole	2022-04-18
2021-12-31	$457,001	10,272	+65.9%	Shares	Sole	2022-01-13
2021-09-30	$262,850	6,192	-0.4%	Shares	Sole	2021-10-20
2021-06-30	$256,285	6,216	+0.4%	Shares	Sole	2021-07-19
2021-03-31	$239,568	6,192	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.