Thrive Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1847610 AUDUBON, PA

Position in BAC

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

Position Value

$668,774

+$75,974 QoQ

Shares Held

11,737

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,256

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,294,107 across 5 Banks - Diversified names. BAC ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,467	$2,444,173
2	C	Citigroup Inc	7,474	$1,046,061
3	WFC	Wells Fargo & Company/Mn	9,884	$816,813
4	BAC	Bank Of America Corp /De/ This page	11,737	$668,774
5	BNY	Bank of New York Mellon Corp	2,201	$318,286

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$668,774	11,737	-3.5%	Shares	Sole	2026-07-07
2026-03-31	$592,800	12,160	+2.4%	Shares	Sole	2026-04-09
2025-12-31	$653,290	11,878	-1.1%	Shares	Sole	2026-01-12
2025-09-30	$619,544	12,009	-0.8%	Shares	Sole	2025-10-07
2025-06-30	$572,761	12,104	+3.0%	Shares	Sole	2025-07-09
2025-03-31	$490,452	11,753	-6.9%	Shares	Sole	2025-04-10
2024-12-31	$554,824	12,624	-1.6%	Shares	Sole	2025-01-16
2024-09-30	$509,134	12,831	+10.6%	Shares	Sole	2024-10-04
2024-06-30	$461,371	11,601	+2.5%	Shares	Sole	2024-07-12
2024-03-31	$429,064	11,315	+10.1%	Shares	Sole	2024-04-16
2023-12-31	$346,093	10,279	+8.8%	Shares	Sole	2024-01-10
2023-09-30	$258,713	9,449	+5.2%	Shares	Sole	2023-10-13
2023-06-30	$257,578	8,978	-23.6%	Shares	Sole	2023-07-12
2023-03-31	$336,107	11,752	+10.5%	Shares	Sole	2023-04-07
2022-12-31	$352,330	10,638	+2.3%	Shares	Sole	2023-01-25
2022-09-30	$314,019	10,398	+17.1%	Shares	Sole	2022-10-24
2022-06-30	$276,434	8,880	+28.9%	Shares	Sole	2022-07-11
2022-03-31	$283,923	6,888	+13.0%	Shares	Sole	2022-05-02
2021-12-31	$271,255	6,097	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.