Abacus Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1978011 SANTA MONICA, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$623,532

-$294,089 QoQ

Shares Held

10,943

-41.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,310

of 3,589 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abacus Wealth Partners, LLC holds $9,780,707 across 13 Banks - Diversified names. BAC ranks #7 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,356	$1,753,179
2	BMO	Bank Of Montreal /Can/	8,621	$1,523,330
3	ING	Ing Groep NV	38,952	$1,222,313
4	UBS	UBS Group AG	18,122	$898,126
5	BNS	Bank Of Nova Scotia	7,816	$678,741
6	BNY	Bank of New York Mellon Corp	4,516	$653,058
7	BAC	Bank Of America Corp /De/ This page	10,943	$623,532
8	HSBC	Hsbc Holdings PLC	6,316	$600,588

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,532	10,943	-41.9%	Shares	Sole	2026-07-22
2026-03-31	$917,621	18,823	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$1,043,570	18,974	+246.7%	Shares	Sole	2026-02-05
2024-09-30	$217,168	5,473	-19.6%	Shares	Sole	2024-10-03
2022-12-31	$225,547	6,810	+1.5%	Shares	Sole	2023-06-01
2022-09-30	$202,642	6,710	-0.8%	Shares	Sole	2023-05-31
2022-06-30	$210,469	6,761	-53.6%	Shares	Sole	2023-05-31
2022-03-31	$600,039	14,557	-3.7%	Shares	Sole	2023-05-31
2021-12-31	$672,332	15,112	-0.9%	Shares	Sole	2023-05-31
2021-09-30	$647,022	15,242	-6.5%	Shares	Sole	2023-05-31
2021-06-30	$671,966	16,298	+0.0%	Shares	Sole	2023-05-31
2021-03-31	$630,337	16,292	-1.4%	Shares	Sole	2023-05-31
2020-12-31	$500,781	16,522	—	Shares	Sole	2023-05-31
No filing history on record for this holder in this stock.