Beverly Hills Private Wealth, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1965710
BEVERLY HILLS, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,117,263
-$146,580 QoQ
Shares Held
19,608
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,835
of 3,589 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, 2026Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names. BAC ranks #3 (6.3% of the industry book) .
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,263 | 19,608 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,263,843 | 25,925 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,470,315 | 26,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,419,445 | 27,514 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,307,119 | 27,623 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,222,646 | 29,299 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,287,821 | 29,302 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,447,485 | 36,479 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,570,993 | 39,502 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,566,246 | 41,304 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,323,398 | 39,305 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,212,685 | 44,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,845,369 | 64,321 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,319,375 | 46,132 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $923,948 | 27,897 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||