BlackDiamond Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1903059
NEW YORK, NY
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$506,837
+$92,609 QoQ
Shares Held
8,895
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,485
of 3,594 holders
Holding Since
Dec 2021
18 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, 2026BlackDiamond Wealth Management, LLC holds $5,537,216 across 6 Banks - Diversified names. BAC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,225 | $2,692,289 | |
| 2 | RY |
Royal Bank Of Canada
|
4,654 | $963,238 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,970 | $576,000 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
8,895 | $506,837 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,821 | $407,944 | |
| 6 | C |
Citigroup Inc
|
2,793 | $390,908 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,837 | 8,895 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,228 | 8,497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $503,800 | 9,160 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $423,657 | 8,212 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $385,184 | 8,140 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $304,253 | 7,291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $300,837 | 6,845 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $271,808 | 6,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $239,534 | 6,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $216,523 | 5,710 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $227,306 | 6,751 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $264,062 | 9,204 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $261,661 | 9,149 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $265,953 | 8,030 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $236,043 | 7,816 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $262,052 | 8,418 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $332,191 | 8,059 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $367,042 | 8,250 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||