Prentice Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1864229 Rochester, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,036,922

+$146,309 QoQ

Shares Held

18,198

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#1,902

of 3,594 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prentice Wealth Management LLC holds $5,214,953 across 4 Banks - Diversified names. BAC ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,298	$3,043,514
2	BAC	Bank Of America Corp /De/ This page	18,198	$1,036,922
3	WFC	Wells Fargo & Company/Mn	9,259	$765,163
4	C	Citigroup Inc	2,639	$369,354

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,036,922	18,198	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$890,613	18,269	-0.3%	Shares	Sole	2026-04-17
2025-12-31	$1,007,985	18,327	+2.2%	Shares	Sole	2026-01-30
2025-09-30	$925,266	17,935	-0.8%	Shares	Sole	2025-10-09
2025-06-30	$855,924	18,088	-2.8%	Shares	Sole	2025-07-31
2025-03-31	$776,595	18,610	+2.5%	Shares	Sole	2025-04-17
2024-12-31	$797,692	18,150	+5.0%	Shares	Sole	2025-02-03
2024-09-30	$685,868	17,285	-4.4%	Shares	Sole	2024-10-07
2024-06-30	$718,763	18,073	-0.8%	Shares	Sole	2024-07-11
2024-03-31	$690,826	18,218	+6.2%	Shares	Sole	2024-04-15
2023-12-31	$577,743	17,159	+1.7%	Shares	Sole	2024-01-11
2023-09-30	$462,174	16,880	+0.7%	Shares	Sole	2023-10-16
2023-06-30	$480,700	16,755	+34.9%	Shares	Sole	2023-07-06
2023-03-31	$355,326	12,424	+6.5%	Shares	Sole	2023-04-14
2022-12-31	$386,212	11,661	+8.6%	Shares	Sole	2023-01-18
2022-09-30	$324,408	10,742	+28.9%	Shares	Sole	2022-10-19
2022-03-31	$343,445	8,332	+4.4%	Shares	Sole	2022-10-31
2021-12-31	$355,030	7,980	+0.1%	Shares	Sole	2022-10-31
2021-09-30	$338,411	7,972	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$332,231	8,058	+41.6%	Shares	Sole	2021-08-11
2021-03-31	$220,107	5,689	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.