SILVERLAKE WEALTH MANAGEMENT LLC
Position in BAC — Bank Of America Corp /De/
CIK 1966026
WILLISTON, VT
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,769,229
+$276,846 QoQ
Shares Held
31,050
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,541
of 3,594 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. BAC ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 |
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,229 | 31,050 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,492,383 | 30,613 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,725,680 | 31,376 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,631,275 | 31,620 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,519,587 | 32,113 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $744,880 | 17,850 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $915,742 | 20,836 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $850,382 | 21,431 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,027,060 | 25,825 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $996,272 | 26,273 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $572,996 | 17,018 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $416,915 | 15,227 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $496,824 | 17,317 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $490,347 | 17,145 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $685,451 | 20,696 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $532,244 | 17,624 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $832,478 | 26,742 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $1,101,192 | 26,715 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $1,237,978 | 27,826 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||