Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,431,907
+$254,887 QoQ
Shares Held
25,130
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,665
of 3,595 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $3,388,960 across 3 Banks - Diversified names. BAC ranks #2 (42.3% of the industry book) .
All Filings in BAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,907 | 25,130 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,177,020 | 24,144 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,327,590 | 24,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,142,099 | 22,138 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $914,364 | 19,323 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $779,641 | 18,683 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,147,930 | 26,119 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $862,167 | 21,728 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $737,375 | 18,541 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $502,819 | 13,260 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $378,282 | 11,235 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $219,970 | 8,034 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||