Western Pacific Wealth Management, LP
Position in BAC — Bank Of America Corp /De/
CIK 1907320
Lake Forest, IL
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$57,150
+$8,254 QoQ
Shares Held
1,003
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,442
of 3,595 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. BAC ranks #4 (4.4% of the industry book) .
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,150 | 1,003 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $48,896 | 1,003 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $55,165 | 1,003 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $51,744 | 1,003 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $47,461 | 1,003 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $188,703 | 4,522 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $198,741 | 4,522 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $179,432 | 4,522 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $179,800 | 4,521 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $171,398 | 4,520 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $152,154 | 4,519 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $123,702 | 4,518 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $58,154 | 2,027 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $57,972 | 2,027 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $82,203 | 2,482 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $45,843 | 1,518 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $47,255 | 1,518 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $62,571 | 1,518 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $67,535 | 1,518 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||