Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$453,104
+$187,904 QoQ
Shares Held
7,952
+46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,595
of 3,594 holders
Holding Since
Mar 2023
11 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, 2026Balboa Wealth Partners holds $4,868,475 across 4 Banks - Diversified names. BAC ranks #3 (9.3% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,104 | 7,952 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $265,200 | 5,440 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $543,180 | 9,876 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $453,992 | 8,800 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $384,853 | 8,133 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $370,015 | 8,419 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $225,456 | 5,669 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $276,171 | 7,283 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $305,095 | 11,143 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $390,040 | 13,595 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $726,268 | 25,394 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||