Destiny Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1844369 TAVARES, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$457,777

-$41,130 QoQ

Shares Held

8,034

-21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,576

of 3,589 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Destiny Wealth Partners, LLC holds $1,366,387 across 3 Banks - Diversified names. BAC ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,022	$661,861
2	BAC	Bank Of America Corp /De/ This page	8,034	$457,777
3	C	Citigroup Inc	1,763	$246,749

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,777	8,034	-21.5%	Shares	Sole	2026-08-07
2026-03-31	$498,907	10,234	+1.3%	Shares	Sole	2026-05-11
2025-12-31	$555,665	10,103	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$520,439	10,088	+10.0%	Shares	Sole	2025-10-06
2025-06-30	$434,019	9,172	+37.4%	Shares	Sole	2025-07-16
2025-03-31	$278,547	6,675	-1.8%	Shares	Sole	2025-04-14
2024-12-31	$298,684	6,796	+1.5%	Shares	Sole	2025-01-24
2024-09-30	$265,776	6,698	+5.5%	Shares	Sole	2024-10-15
2024-06-30	$252,499	6,349	+0.6%	Shares	Sole	2024-07-25
2024-03-31	$239,351	6,312	-10.7%	Shares	Sole	2024-04-09
2023-12-31	$237,945	7,067	-9.6%	Shares	Sole	2024-01-19
2023-09-30	$213,974	7,815	+96.6%	Shares	Sole	2023-10-10
2022-12-31	$131,685	3,976	+34.4%	Shares	Sole	2023-01-27
2022-09-30	$89,361	2,959	0.0%	Shares	Sole	2022-10-25
2022-06-30	$92,113	2,959	+23.3%	Shares	Sole	2022-07-15
2022-03-31	$98,928	2,400	+4.4%	Shares	Sole	2022-04-21
2021-12-31	$102,282	2,299	0.0%	Shares	Sole	2022-01-20
2021-09-30	$97,592	2,299	-3.3%	Shares	Sole	2021-10-28
2021-03-31	$92,004	2,378	+4.9%	Shares	Sole	2021-04-22
2020-12-31	$68,712	2,267	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.