Accurate Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1877728
WESLEY CHAPEL, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,083,016
+$769,244 QoQ
Shares Held
54,107
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,211
of 3,595 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. BAC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
38,726 | $12,676,181 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
54,107 | $3,083,016 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,993 | $2,746,577 | |
| 4 | C |
Citigroup Inc
|
15,896 | $2,224,804 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,780 | $1,221,419 | |
| 6 | TD |
Toronto Dominion Bank
|
2,582 | $313,532 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,083,016 | 54,107 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,313,772 | 47,462 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,548,535 | 46,337 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,241,791 | 43,454 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,832,750 | 38,731 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,474,404 | 35,332 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,358,494 | 30,910 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,354,675 | 34,140 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,332,255 | 33,499 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,042,951 | 27,504 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $951,244 | 28,252 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $795,690 | 29,061 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $814,595 | 28,393 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $652,709 | 22,822 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $642,329 | 19,394 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $391,150 | 12,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $424,364 | 13,632 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $458,242 | 11,117 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,072,253 | 24,101 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,003,560 | 23,641 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $353,011 | 8,562 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||