Wayfinding Financial, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1898131 LYNNWOOD, WA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,357,206

+$213,970 QoQ

Shares Held

23,819

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#1,702

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

Wayfinding Financial, LLC holds $4,100,435 across 5 Banks - Diversified names. BAC ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,295	$1,405,882
2	BAC	Bank Of America Corp /De/ This page	23,819	$1,357,206
3	C	Citigroup Inc	3,958	$553,961
4	WFC	Wells Fargo & Company/Mn	6,090	$503,277
5	BNY	Bank of New York Mellon Corp	1,937	$280,109

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,357,206	23,819	+1.6%	Shares	Sole	2026-08-13
2026-03-31	$1,143,236	23,451	+1.5%	Shares	Sole	2026-05-12
2025-12-31	$1,271,215	23,113	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$1,201,221	23,284	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,101,751	23,283	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$971,098	23,271	+0.6%	Shares	Sole	2025-04-29
2024-12-31	$1,016,475	23,128	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$915,298	23,067	-9.2%	Shares	Sole	2024-11-04
2024-06-30	$1,009,998	25,396	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$959,034	25,291	+0.9%	Shares	Sole	2024-05-09
2023-12-31	$844,207	25,073	+3.7%	Shares	Sole	2024-01-10
2023-09-30	$662,294	24,189	-1.8%	Shares	Sole	2023-11-02
2023-06-30	$706,519	24,626	+11.6%	Shares	Sole	2023-07-31
2023-03-31	$631,259	22,072	+10.2%	Shares	Sole	2023-05-05
2022-12-31	$910	20,032	-10.4%	Shares	Sole	2023-02-10
2022-09-30	$674,939	22,349	+4.5%	Shares	Sole	2022-11-09
2022-06-30	$665,559	21,380	+1.8%	Shares	Sole	2022-08-09
2022-03-31	$865,990	21,009	+4.9%	Shares	Sole	2022-05-09
2021-12-31	$891,223	20,032	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.