Falcon Wealth Planning

Position in BAC — Bank Of America Corp /De/

CIK 1839850 Ontario, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,518,971

+$374,605 QoQ

Shares Held

44,208

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,324

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $11,217,060 across 5 Banks - Diversified names. BAC ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	28,805	$4,165,491
2	JPM	Jpmorgan Chase & Co	12,006	$3,929,923
3	BAC	Bank Of America Corp /De/ This page	44,208	$2,518,971
4	C	Citigroup Inc	2,788	$390,208
5	WFC	Wells Fargo & Company/Mn	2,571	$212,467

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,518,971	44,208	+0.5%	Shares	Sole	2026-07-13
2026-03-31	$2,144,366	43,987	-3.0%	Shares	Sole	2026-04-21
2025-12-31	$2,495,295	45,369	+5.0%	Shares	Sole	2026-02-03
2025-09-30	$2,229,358	43,213	-2.5%	Shares	Sole	2025-10-10
2025-06-30	$2,097,317	44,322	+2.3%	Shares	Sole	2025-07-16
2025-03-31	$1,808,035	43,327	+1.0%	Shares	Sole	2025-04-24
2024-12-31	$1,884,751	42,884	-3.8%	Shares	Sole	2025-01-22
2024-09-30	$1,768,180	44,561	-0.3%	Shares	Sole	2024-10-30
2024-06-30	$1,778,355	44,716	+1.2%	Shares	Sole	2024-07-16
2024-03-31	$1,675,722	44,191	+0.2%	Shares	Sole	2024-04-15
2023-12-31	$1,485,150	44,109	+0.6%	Shares	Sole	2024-01-10
2023-09-30	$1,200,749	43,855	-1.2%	Shares	Sole	2023-10-05
2023-06-30	$1,274,008	44,406	+2.0%	Shares	Sole	2023-07-13
2023-03-31	$1,245,701	43,556	+7.9%	Shares	Sole	2023-05-15
2022-12-31	$1,336,590	40,356	+0.2%	Shares	Sole	2023-01-20
2022-09-30	$1,215,791	40,258	+3.2%	Shares	Sole	2022-11-10
2022-06-30	$1,214,007	38,998	0.0%	Shares	Sole	2022-07-20
2022-03-31	$1,607,497	38,998	-1.9%	Shares	Sole	2022-05-05
2021-12-31	$1,769,233	39,767	+3.0%	Shares	Sole	2022-01-24
2021-09-30	$1,638,612	38,601	+0.4%	Shares	Sole	2021-10-19
2021-06-30	$1,584,633	38,434	0.0%	Shares	Sole	2021-08-10
2021-03-31	$1,487,011	38,434	0.0%	Shares	Sole	2021-04-20
2020-12-31	$1,164,934	38,434	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.