Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$512,820
+$77,239 QoQ
Shares Held
9,000
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,476
of 3,594 holders
Holding Since
Mar 2024
10 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $2,373,421 across 4 Banks - Diversified names. BAC ranks #2 (21.6% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,820 | 9,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $435,581 | 8,935 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $516,560 | 9,392 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $475,143 | 9,210 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $410,264 | 8,670 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $367,432 | 8,805 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $374,454 | 8,520 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $350,414 | 8,831 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $311,080 | 7,822 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $279,129 | 7,361 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||