BAKER TILLY WEALTH MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1840565
MADISON, WI
Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,179,144
+$254,503 QoQ
Shares Held
20,694
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,783
of 3,589 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. BAC ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,144 | 20,694 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $924,641 | 18,967 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,027,895 | 18,689 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $945,180 | 18,321 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $840,545 | 17,763 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $771,462 | 18,487 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $817,953 | 18,611 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $715,787 | 18,039 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,148,318 | 28,874 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,700,510 | 71,216 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,482,724 | 73,737 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,987,158 | 72,577 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,195,396 | 146,232 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,390,644 | 118,554 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,078,753 | 153,344 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,343,998 | 143,841 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,996,676 | 160,510 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,567,709 | 135,073 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,647,026 | 126,928 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,390,513 | 126,985 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,793,152 | 116,254 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,985,552 | 77,166 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $847,012 | 27,945 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||