Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$209,286
-$206,789 QoQ
Shares Held
3,673
-51.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,241
of 3,594 holders
Holding Since
Jun 2023
3 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, 2026Worth Asset Management, LLC holds $1,776,089 across 3 Banks - Diversified names. BAC ranks #3 (11.8% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,286 | 3,673 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $416,075 | 7,565 | Shares | Sole | 2026-01-14 | |
| 2023-06-30 | $14,345 | 500 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||