MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1965241
ST. LOUIS, MO
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,044,497
+$2,107,660 QoQ
Shares Held
70,981
+78.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,094
of 3,594 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $13,260,479 across 4 Banks - Diversified names. BAC ranks #2 (30.5% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,044,497 | 70,981 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,936,837 | 39,730 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,174,425 | 39,535 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,041,106 | 39,564 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,833,129 | 38,739 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,668,574 | 39,985 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,646,103 | 37,454 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,485,063 | 37,426 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,490,380 | 37,475 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,457,227 | 38,429 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,317,305 | 39,124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,050,789 | 38,378 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,103,790 | 38,473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,100,499 | 38,479 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,274,159 | 38,471 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||