Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$481,651
+$79,171 QoQ
Shares Held
8,453
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,526
of 3,595 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $4,151,380 across 4 Banks - Diversified names. BAC ranks #3 (11.6% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,651 | 8,453 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $402,480 | 8,256 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $427,955 | 7,781 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $362,213 | 7,021 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $327,454 | 6,920 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $253,718 | 6,080 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $254,426 | 5,789 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $222,763 | 5,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $223,626 | 5,623 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $212,958 | 5,616 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||