Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,197,034
+$545,579 QoQ
Shares Held
38,558
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,408
of 3,594 holders
Holding Since
Jun 2022
16 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, 2026FSM Wealth Advisors, LLC holds $8,989,137 across 5 Banks - Diversified names. BAC ranks #2 (24.4% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197,034 | 38,558 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,651,455 | 33,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,879,075 | 34,165 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,723,312 | 33,404 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,404,031 | 29,671 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $236,442 | 5,666 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $247,526 | 5,632 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $280,815 | 7,077 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $236,472 | 5,946 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $216,371 | 5,706 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $231,497 | 8,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $310,712 | 10,830 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $315,772 | 11,041 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $375,613 | 11,341 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $297,772 | 9,860 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $234,190 | 7,523 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||