Tradition Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1843010 EDINA, MN

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$702,164

+$131,302 QoQ

Shares Held

12,323

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,212

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $9,810,931 across 5 Banks - Diversified names. BAC ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,691	$5,136,135
2	WFC	Wells Fargo & Company/Mn	32,999	$2,727,037
3	BMO	Bank Of Montreal /Can/	5,031	$888,977
4	BAC	Bank Of America Corp /De/ This page	12,323	$702,164
5	C	Citigroup Inc	2,548	$356,618

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$702,164	12,323	+5.2%	Shares	Sole	2026-08-11
2026-03-31	$570,862	11,710	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$647,845	11,779	+0.8%	Shares	Sole	2026-02-11
2025-09-30	$603,087	11,690	-4.5%	Shares	Sole	2025-11-13
2025-06-30	$579,149	12,239	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$512,402	12,279	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$532,717	12,121	-2.8%	Shares	Sole	2025-02-13
2024-09-30	$494,928	12,473	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$504,522	12,686	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$485,072	12,792	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$424,107	12,596	+1.5%	Shares	Sole	2024-02-12
2023-09-30	$339,785	12,410	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$355,182	12,380	-2.7%	Shares	Sole	2023-08-14
2023-03-31	$363,963	12,726	+192.3%	Shares	Sole	2023-05-12
2022-12-31	$144,204	4,354	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$132,064	4,373	-17.6%	Shares	Sole	2022-11-14
2022-06-30	$165,238	5,308	-1.5%	Shares	Sole	2022-08-02
2022-03-31	$222,175	5,390	+42.0%	Shares	Sole	2022-05-11
2021-12-31	$168,928	3,797	-32.0%	Shares	Sole	2022-02-14
2021-09-30	$237,040	5,584	-3.6%	Shares	Sole	2021-11-12
2021-06-30	$238,845	5,793	-4.2%	Shares	Sole	2021-08-09
2021-03-31	$233,958	6,047	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$183,163	6,043	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.