Performance Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1908765 HINSDALE, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,921,190

+$1,364,235 QoQ

Shares Held

103,917

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#916

of 3,594 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $79,601,327 across 4 Banks - Diversified names. BAC ranks #2 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	219,412	$71,820,129
2	BAC	Bank Of America Corp /De/ This page	103,917	$5,921,190
3	CM	Canadian Imperial Bank Of Commerce /Can/	12,946	$1,488,790
4	WFC	Wells Fargo & Company/Mn	4,492	$371,218

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,921,190	103,917	+11.2%	Shares	Sole	2026-08-07
2026-03-31	$4,556,955	93,476	+68.8%	Shares	Sole	2026-04-10
2025-12-31	$3,045,515	55,373	+36.3%	Shares	Sole	2026-01-21
2025-09-30	$2,095,379	40,616	+36.6%	Shares	Sole	2025-11-07
2025-06-30	$1,407,486	29,744	+67.8%	Shares	Sole	2025-07-28
2025-03-31	$739,622	17,724	+3.3%	Shares	Sole	2025-04-22
2024-12-31	$754,138	17,159	-10.7%	Shares	Sole	2025-01-17
2024-09-30	$762,848	19,225	+174.4%	Shares	Sole	2024-10-10
2024-06-30	$278,628	7,006	-57.2%	Shares	Sole	2024-07-22
2023-09-30	$448,320	16,374	-16.8%	Shares	Sole	2023-10-30
2023-06-30	$564,475	19,675	-88.0%	Shares	Sole	2023-07-13
2023-03-31	$4,705,586	164,531	-21.9%	Shares	Sole	2023-04-20
2022-12-31	$6,974,906	210,595	-12.6%	Shares	Sole	2023-01-19
2022-09-30	$7,278,683	241,016	-10.7%	Shares	Sole	2022-10-17
2022-06-30	$8,403,792	269,958	-11.7%	Shares	Sole	2022-07-15
2022-03-31	$12,596,007	305,580	+62.3%	Shares	Sole	2022-04-21
2021-12-31	$8,377,289	188,296	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.