Montz Harcus Wealth Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 1918613
New Orleans, LA
Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$460,455
+$69,968 QoQ
Shares Held
8,081
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,573
of 3,594 holders
Holding Since
Dec 2022
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, 2026Montz Harcus Wealth Management LLC holds $6,088,953 across 4 Banks - Diversified names. BAC ranks #2 (7.6% 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 | $460,455 | 8,081 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $390,487 | 8,010 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $448,580 | 8,156 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $373,202 | 7,234 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $325,656 | 6,882 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $290,399 | 6,959 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $299,387 | 6,812 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $276,966 | 6,980 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $275,964 | 6,939 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $263,657 | 6,953 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $226,565 | 6,729 | Shares | Sole | 2024-01-22 | |
| 2022-12-31 | $205,310 | 6,199 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||