Cherry Tree Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1985414
MINNETONKA, MN
Position in BAC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,726
-$1,119 QoQ
Shares Held
179
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $678,461 across 6 Banks - Diversified names. BAC ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,172 | $344,755 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,579 | $284,924 | |
| 3 | C |
Citigroup Inc
|
150 | $17,011 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
578 | $12,519 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
533 | $10,526 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
179 | $8,726 |
All Filings in BAC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,726 | 179 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,845 | 179 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,961 | 290 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $13,722 | 290 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,699 | 520 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $17,360 | 395 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,157 | 382 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,192 | 382 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,190 | 216 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,272 | 216 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,914 | 216 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,197 | 216 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||