Portside Wealth Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1978608 Provo, UT

Position in BAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,506,548

+$705,471 QoQ

Shares Held

61,540

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,150

of 3,589 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $19,425,813 across 10 Banks - Diversified names. BAC ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,442	$6,036,619
2	WFC	Wells Fargo & Company/Mn	49,762	$4,112,331
3	BAC	Bank Of America Corp /De/ This page	61,540	$3,506,548
4	C	Citigroup Inc	13,883	$1,943,064
5	MUFG	Mitsubishi Ufj Financial Group Inc	57,447	$1,142,620
6	HSBC	Hsbc Holdings PLC	7,576	$720,401
7	SAN	Banco Santander, S.A.	47,727	$658,632
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,843	$547,385

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,506,548	61,540	+7.1%	Shares	Other	2026-07-14
2026-03-31	$2,801,077	57,458	+3.4%	Shares	Other	2026-05-12
2025-12-31	$3,055,030	55,546	-4.6%	Shares	Sole	2026-01-21
2025-09-30	$3,003,104	58,211	+2.6%	Shares	Sole	2025-11-05
2025-06-30	$2,684,746	56,736	+12.8%	Shares	Other	2025-08-11
2025-03-31	$2,098,809	50,295	+3.9%	Shares	Other	2025-04-14
2024-12-31	$2,127,135	48,399	+5.6%	Shares	Sole	2025-04-14
2024-09-30	$1,818,652	45,833	-6.1%	Shares	Other	2024-10-31
2024-06-30	$1,940,457	48,792	-11.6%	Shares	Other	2024-07-18
2024-03-31	$2,091,856	55,165	+2.4%	Shares	Other	2024-04-17
2023-12-31	$1,813,701	53,867	+8.1%	Shares	Other	2024-01-16
2023-09-30	$1,364,838	49,848	+4.1%	Shares	Other	2023-10-27
2023-06-30	$1,373,189	47,863	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.