Intergy Private Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1911342 COLORADO SPRINGS, CO

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$375,099

+$74,312 QoQ

Shares Held

6,583

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,744

of 3,589 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $2,541,825 across 7 Banks - Diversified names. BAC ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,498	$817,670
2	BAC	Bank Of America Corp /De/ This page	6,583	$375,099
3	HSBC	Hsbc Holdings PLC	3,519	$334,621
4	SMFG	Sumitomo Mitsui Financial Group, Inc.	13,304	$313,708
5	C	Citigroup Inc	1,739	$243,390
6	RY	Royal Bank Of Canada	1,174	$242,982
7	SAN	Banco Santander, S.A.	15,533	$214,355

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,099	6,583	+6.7%	Shares	Sole	2026-07-17
2026-03-31	$300,787	6,170	+9.5%	Shares	Sole	2026-04-16
2025-12-31	$309,980	5,636	+1.3%	Shares	Sole	2026-01-22
2025-09-30	$287,149	5,566	+6.7%	Shares	Sole	2025-10-14
2025-06-30	$246,915	5,218	-1.2%	Shares	Sole	2025-07-23
2025-03-31	$220,334	5,280	-26.1%	Shares	Sole	2025-04-11
2024-12-31	$313,978	7,144	-10.0%	Shares	Sole	2025-01-23
2024-09-30	$314,979	7,938	+2.6%	Shares	Sole	2024-10-17
2024-06-30	$307,740	7,738	+4.8%	Shares	Sole	2024-07-15
2024-03-31	$280,039	7,385	+1.5%	Shares	Sole	2024-04-24
2023-12-31	$244,881	7,273	+16.8%	Shares	Sole	2024-01-11
2022-12-31	$206,304	6,229	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.