Consilium Wealth Advisory, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1904906 FRISCO, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,420,283

+$934,831 QoQ

Shares Held

24,926

+150.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,674

of 3,595 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Consilium Wealth Advisory, LLC holds $20,829,879 across 4 Banks - Diversified names. BAC ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	153,470	$12,682,760
2	JPM	Jpmorgan Chase & Co	13,115	$4,292,932
3	C	Citigroup Inc	17,390	$2,433,904
4	BAC	Bank Of America Corp /De/ This page	24,926	$1,420,283

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,420,283	24,926	+150.3%	Shares	Sole	2026-08-11
2026-03-31	$485,452	9,958	+2.1%	Shares	Sole	2026-04-20
2025-12-31	$536,360	9,752	-1.9%	Shares	Sole	2026-01-26
2025-09-30	$512,598	9,936	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$470,029	9,933	0.0%	Shares	Sole	2025-07-21
2025-03-31	$414,504	9,933	+3.1%	Shares	Sole	2025-04-17
2024-12-31	$423,370	9,633	0.0%	Shares	Sole	2025-02-05
2024-09-30	$382,237	9,633	0.0%	Shares	Sole	2024-10-30
2024-06-30	$383,104	9,633	0.0%	Shares	Sole	2024-08-01
2024-03-31	$365,283	9,633	0.0%	Shares	Sole	2024-04-30
2023-12-31	$324,343	9,633	0.0%	Shares	Sole	2024-01-10
2023-09-30	$263,751	9,633	0.0%	Shares	Sole	2023-10-10
2023-06-30	$276,370	9,633	0.0%	Shares	Sole	2023-07-13
2023-03-31	$275,503	9,633	0.0%	Shares	Sole	2023-04-13
2022-12-31	$319,044	9,633	0.0%	Shares	Sole	2023-02-13
2022-09-30	$290,916	9,633	-14.2%	Shares	Sole	2022-10-12
2022-06-30	$349,683	11,233	-4.3%	Shares	Sole	2022-07-12
2022-03-31	$483,634	11,733	0.0%	Shares	Sole	2022-04-18
2021-12-31	$522,001	11,733	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.