Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$389,116
+$45,916 QoQ
Shares Held
6,829
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,718
of 3,595 holders
Holding Since
Sep 2024
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, 2026Alta Wealth Advisors LLC holds $5,507,753 across 3 Banks - Diversified names. BAC ranks #3 (7.1% of the industry book) .
All Filings in BAC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,116 | 6,829 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $343,200 | 7,040 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $340,065 | 6,183 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $284,828 | 5,521 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $261,253 | 5,521 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $230,391 | 5,521 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $239,351 | 5,446 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $226,929 | 5,719 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||