Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,159,313
+$200,685 QoQ
Shares Held
37,896
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,421
of 3,595 holders
Holding Since
Dec 2022
15 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, 2026Lodestone Wealth Management LLC holds $6,761,059 across 9 Banks - Diversified names. BAC ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,295 | $4,351,851 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
37,896 | $2,159,313 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,332 | $110,076 | |
| 4 | C |
Citigroup Inc
|
497 | $69,560 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
408 | $46,920 | |
| 6 | RY |
Royal Bank Of Canada
|
86 | $17,799 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
100 | $2,506 | |
| 8 | SAN |
Banco Santander, S.A.
|
178 | $2,456 |
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,313 | 37,896 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,958,628 | 40,177 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,325,565 | 42,283 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,573,978 | 49,893 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,975,258 | 84,008 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,438,575 | 58,437 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $2,974,184 | 67,672 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $2,822,795 | 71,139 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $2,827,527 | 71,097 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $2,684,887 | 70,804 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,414,340 | 71,706 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $1,756,098 | 64,138 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,013,980 | 70,198 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,122,691 | 74,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,943,712 | 58,687 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||