Centurion Wealth Management LLC

Position in BAC — Bank Of America Corp /De/

CIK 1951368 Mclean, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$521,310

-$57,011 QoQ

Shares Held

9,149

-22.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,465

of 3,595 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centurion Wealth Management LLC holds $2,754,175 across 4 Banks - Diversified names. BAC ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,808	$1,573,802
2	BAC	Bank Of America Corp /De/ This page	9,149	$521,310
3	WFC	Wells Fargo & Company/Mn	4,077	$336,923
4	UBS	UBS Group AG	6,500	$322,140

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,310	9,149	-22.9%	Shares	Sole	2026-07-09
2026-03-31	$578,321	11,863	-0.3%	Shares	Sole	2026-04-13
2025-12-31	$654,280	11,896	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$612,012	11,863	+20.3%	Shares	Sole	2025-10-09
2025-06-30	$466,669	9,862	+2.3%	Shares	Sole	2025-07-07
2025-03-31	$402,152	9,637	0.0%	Shares	Sole	2025-04-16
2024-12-31	$423,546	9,637	+1.5%	Shares	Sole	2025-02-10
2024-09-30	$376,761	9,495	+0.5%	Shares	Sole	2024-11-07
2024-03-31	$358,116	9,444	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.