Werba Rubin Papier Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1971029 SAN JOSE, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$781,480

+$141,637 QoQ

Shares Held

13,715

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,126

of 3,594 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $6,805,372 across 12 Banks - Diversified names. BAC ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,999	$2,290,982
2	BAC	Bank Of America Corp /De/ This page	13,715	$781,480
3	C	Citigroup Inc	4,684	$655,572
4	BNY	Bank of New York Mellon Corp	3,877	$560,652
5	HSBC	Hsbc Holdings PLC	4,869	$462,993
6	UBS	UBS Group AG	8,314	$412,041
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,040	$376,902
8	ING	Ing Groep NV	10,264	$322,084

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,480	13,715	+4.5%	Shares	Sole	2026-07-28
2026-03-31	$639,843	13,125	+5.2%	Shares	Sole	2026-05-12
2025-09-30	$643,585	12,475	+32.2%	Shares	Sole	2025-11-04
2025-06-30	$446,653	9,439	-6.2%	Shares	Sole	2025-07-29
2025-03-31	$420,054	10,066	-14.5%	Shares	Sole	2025-05-07
2024-12-31	$517,643	11,778	+7.1%	Shares	Sole	2025-02-03
2024-09-30	$436,400	10,998	+26.2%	Shares	Sole	2024-10-18
2024-06-30	$346,635	8,716	-4.8%	Shares	Sole	2024-08-06
2024-03-31	$347,081	9,153	-40.6%	Shares	Sole	2024-05-01
2023-09-30	$422,035	15,414	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$436,661	15,220	-0.3%	Shares	Sole	2023-07-24
2023-03-31	$436,779	15,272	+14.6%	Shares	Sole	2023-04-26
2022-12-31	$441,290	13,324	—	Shares	Sole	2023-03-28
No filing history on record for this holder in this stock.