Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,463,529
+$1,002,971 QoQ
Shares Held
60,785
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#1,156
of 3,595 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$14,625
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LJI Wealth Management, LLC holds $13,806,531 across 4 Banks - Diversified names. BAC ranks #2 (25.1% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,463,529 | 60,785 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,460,558 | 50,473 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $14,625 | 300 | Put | Sole | 2026-05-05 | |
| 2025-12-31 | $2,728,715 | 49,613 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,554,994 | 49,525 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,395,007 | 50,613 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,172,338 | 52,057 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,320,560 | 52,800 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,191,724 | 55,235 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,173,112 | 54,642 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,128,639 | 56,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,984,812 | 58,949 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,622,566 | 59,261 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $1,660,204 | 57,867 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $1,734,904 | 60,661 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $1,950,602 | 58,895 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||