Palumbo Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1846310 GREAT NECK, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,751,393

+$328,177 QoQ

Shares Held

48,287

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,270

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 2% None 98%

Financial Services · as of Jun 30, 2026

Palumbo Wealth Management LLC holds $13,550,595 across 3 Banks - Diversified names. BAC ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,682	$10,043,139
2	BAC	Bank Of America Corp /De/ This page	48,287	$2,751,393
3	C	Citigroup Inc	5,402	$756,063

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,751,393	48,287	-2.9%	Shares	Defined	2026-08-12
2026-03-31	$2,423,216	49,707	-3.1%	Shares	Defined	2026-05-12
2025-12-31	$2,820,070	51,274	+0.2%	Shares	Defined	2026-01-21
2025-09-30	$2,640,015	51,173	+1.0%	Shares	Defined	2025-11-10
2025-06-30	$2,398,177	50,680	+7.3%	Shares	Sole	2025-07-15
2025-03-31	$1,971,617	47,247	+19.5%	Shares	Sole	2025-04-22
2024-12-31	$1,737,475	39,533	-3.4%	Shares	Sole	2025-01-30
2024-09-30	$1,623,308	40,910	+10.8%	Shares	Sole	2024-10-28
2024-06-30	$1,468,268	36,919	+18.4%	Shares	Sole	2024-08-02
2024-03-31	$1,182,042	31,172	+7.7%	Shares	Sole	2024-04-15
2023-12-31	$974,275	28,936	-26.9%	Shares	Sole	2024-01-22
2023-09-30	$1,083,782	39,583	+65.6%	Shares	Sole	2023-10-16
2023-06-30	$685,604	23,897	-0.5%	Shares	Sole	2023-07-26
2023-03-31	$686,943	24,019	+2.9%	Shares	Sole	2023-05-04
2022-12-31	$773,186	23,345	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$677,688	22,440	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$677,637	21,768	+5.0%	Shares	Sole	2022-08-12
2022-03-31	$854,573	20,732	+0.5%	Shares	Sole	2022-05-10
2021-12-31	$917,383	20,620	+3.3%	Shares	Sole	2022-02-16
2021-09-30	$847,514	19,965	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$830,702	20,148	+4.3%	Shares	Sole	2021-08-16
2021-03-31	$747,336	19,316	+4.6%	Shares	Sole	2021-05-17
2020-12-31	$559,492	18,459	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.