Position in BAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$305,412
-$5,710 QoQ
Shares Held
5,360
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,928
of 3,589 holders
Holding Since
Dec 2021
19 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, 2026Abound Wealth Management holds $1,753,365 across 13 Banks - Diversified names. BAC ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,520 | $1,152,201 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
5,360 | $305,412 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,041 | $168,668 | |
| 4 | C |
Citigroup Inc
|
418 | $58,503 | |
| 5 | BCS |
Barclays PLC
|
756 | $20,306 | |
| 6 | ING |
Ing Groep NV
|
553 | $17,353 | |
| 7 | UBS |
UBS Group AG
|
180 | $8,920 | |
| 8 | BNS |
Bank Of Nova Scotia
|
98 | $8,510 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,412 | 5,360 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $311,122 | 6,382 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $325,655 | 5,921 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $289,368 | 5,609 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $257,184 | 5,435 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $227,845 | 5,460 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $261,414 | 5,948 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $228,239 | 5,752 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $236,591 | 5,949 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $226,154 | 5,964 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $199,629 | 5,929 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $163,814 | 5,983 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $509,649 | 17,764 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $498,154 | 17,418 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $594,504 | 17,950 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $520,648 | 17,240 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $527,497 | 16,945 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $690,311 | 16,747 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $744,896 | 16,743 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||