Cyndeo Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1950947 ST. PETERSBURG, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,943,188

+$298,461 QoQ

Shares Held

34,103

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,483

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. BAC ranks #2 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,465	$25,356,618
2	BAC	Bank Of America Corp /De/ This page	34,103	$1,943,188
3	TD	Toronto Dominion Bank	14,480	$1,758,306
4	WFC	Wells Fargo & Company/Mn	14,362	$1,186,875
5	C	Citigroup Inc	6,144	$859,914
6	BNY	Bank of New York Mellon Corp	5,164	$746,766

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,943,188	34,103	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$1,644,727	33,738	+12.8%	Shares	Sole	2026-04-13
2025-12-31	$1,644,335	29,897	+5.5%	Shares	Sole	2026-01-07
2025-09-30	$1,462,266	28,344	-0.2%	Shares	Sole	2025-10-10
2025-06-30	$1,343,604	28,394	+0.8%	Shares	Sole	2025-07-24
2025-03-31	$1,175,659	28,173	-2.7%	Shares	Sole	2025-04-17
2024-12-31	$1,272,748	28,959	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$1,154,688	29,100	+21.8%	Shares	Sole	2024-10-18
2024-06-30	$950,304	23,895	+31.5%	Shares	Sole	2024-07-30
2024-03-31	$688,968	18,169	+2.1%	Shares	Sole	2024-04-17
2023-12-31	$599,090	17,793	-8.3%	Shares	Sole	2024-01-12
2023-09-30	$531,473	19,411	-1.0%	Shares	Sole	2023-10-10
2023-06-30	$562,725	19,614	-2.4%	Shares	Sole	2023-07-27
2023-03-31	$574,631	20,092	+3.8%	Shares	Sole	2023-04-25
2022-12-31	$641,136	19,358	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.