Tanager Wealth Management LLP
Position in BAC — Bank Of America Corp /De/
CIK 1892929
Goring On Thames, X0
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,219
-$13,988 QoQ
Shares Held
3,742
-34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,226
of 3,594 holders
Holding Since
Mar 2023
7 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, 2026Tanager Wealth Management LLP holds $1,748,936 across 3 Banks - Diversified names. BAC ranks #3 (12.2% of the industry book) .
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,219 | 3,742 | Shares | Sole | 2026-07-23 | |
| 2024-09-30 | $227,207 | 5,726 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $228,200 | 5,738 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $213,717 | 5,636 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $296,498 | 10,829 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $312,577 | 10,895 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $314,428 | 10,994 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||