Simplicity Wealth,LLC

Position in BAC — Bank Of America Corp /De/

CIK 1913243 SUMMIT, NJ

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,967,515

+$1,339,483 QoQ

Shares Held

104,730

+10.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#914

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. BAC ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	49,181	$16,098,416
2	C	Citigroup Inc	86,109	$12,051,815
3	BAC	Bank Of America Corp /De/ This page	104,730	$5,967,515
4	WFC	Wells Fargo & Company/Mn	64,138	$5,300,364
5	BNY	Bank of New York Mellon Corp	7,263	$1,050,302
6	RY	Royal Bank Of Canada	3,497	$723,774
7	TD	Toronto Dominion Bank	4,124	$500,777
8	HSBC	Hsbc Holdings PLC	3,953	$375,890

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,967,515	104,730	+10.3%	Shares	Sole	2026-08-06
2026-03-31	$4,628,032	94,934	+6.0%	Shares	Sole	2026-04-30
2025-12-31	$4,924,315	89,533	+9.1%	Shares	Sole	2026-01-30
2025-09-30	$4,235,539	82,100	-12.3%	Shares	Sole	2025-10-30
2025-06-30	$4,427,637	93,568	+47.2%	Shares	Sole	2025-07-22
2025-03-31	$2,653,026	63,576	+821.7%	Shares	Sole	2025-04-15
2024-12-31	$303,167	6,898	-78.5%	Shares	Sole	2025-02-07
2024-09-30	$1,271,386	32,041	-81.9%	Shares	Sole	2024-10-10
2024-06-30	$7,027,756	176,710	+9.2%	Shares	Sole	2024-07-10
2024-03-31	$6,136,328	161,823	+2332.7%	Shares	Sole	2024-04-24
2023-12-31	$223,972	6,652	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.