WEALTH EFFECTS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1907254 BOSTON, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,176,466

+$169,925 QoQ

Shares Held

20,647

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,788

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

WEALTH EFFECTS LLC holds $13,299,811 across 5 Banks - Diversified names. BAC ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,178	$9,878,164
2	C	Citigroup Inc	11,665	$1,632,633
3	BAC	Bank Of America Corp /De/ This page	20,647	$1,176,466
4	TD	Toronto Dominion Bank	3,258	$395,618
5	WFC	Wells Fargo & Company/Mn	2,625	$216,930

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,176,466	20,647	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,006,541	20,647	-1.3%	Shares	Sole	2026-04-21
2025-12-31	$1,150,160	20,912	-12.3%	Shares	Sole	2026-01-26
2025-09-30	$1,229,750	23,837	-4.0%	Shares	Sole	2025-10-28
2025-06-30	$1,175,286	24,837	+10.2%	Shares	Sole	2025-07-15
2025-03-31	$940,469	22,537	+3.7%	Shares	Sole	2025-04-23
2024-12-31	$955,516	21,741	-11.8%	Shares	Sole	2025-01-22
2024-09-30	$977,992	24,647	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$980,171	24,646	-4.3%	Shares	Sole	2024-08-02
2024-03-31	$976,477	25,751	-11.3%	Shares	Sole	2024-04-22
2023-12-31	$977,844	29,042	-3.4%	Shares	Sole	2024-01-29
2023-09-30	$823,207	30,066	-1.7%	Shares	Sole	2023-10-16
2023-06-30	$877,512	30,586	-2.3%	Shares	Sole	2023-07-18
2023-03-31	$895,037	31,295	-1.9%	Shares	Sole	2023-05-04
2022-12-31	$1,056,229	31,891	-36.3%	Shares	Sole	2023-02-02
2022-09-30	$1,511,087	50,036	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,558,149	50,053	-2.3%	Shares	Sole	2022-08-03
2022-03-31	$2,111,123	51,216	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$2,276,464	51,168	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.