Beaird Harris Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1908938
DALLAS, TX
Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$175,612
+$65,291 QoQ
Shares Held
3,082
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,306
of 3,594 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $1,331,116 across 9 Banks - Diversified names. BAC ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,687 | $879,535 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
3,082 | $175,612 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,020 | $166,932 | |
| 4 | C |
Citigroup Inc
|
594 | $83,136 | |
| 5 | SAN |
Banco Santander, S.A.
|
459 | $6,334 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
247 | $6,189 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
287 | $5,708 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
164 | $3,867 |
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,612 | 3,082 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $110,321 | 2,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $124,465 | 2,263 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $137,074 | 2,657 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $131,644 | 2,782 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $110,083 | 2,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $114,489 | 2,605 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $70,432 | 1,775 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $70,631 | 1,776 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $62,833 | 1,657 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,336 | 307 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $6,845 | 250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,213 | 356 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10,181 | 356 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $39,876 | 1,204 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,750 | 654 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $22,289 | 716 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,774 | 504 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $101,926 | 2,291 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||