Premier Path Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1999925 MADISON, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,774,184

+$890,476 QoQ

Shares Held

66,237

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,119

of 3,595 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. BAC ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,243	$9,572,111
2	BNY	Bank of New York Mellon Corp	29,881	$4,321,091
3	BAC	Bank Of America Corp /De/ This page	66,237	$3,774,184
4	C	Citigroup Inc	21,885	$3,063,024
5	WFC	Wells Fargo & Company/Mn	28,987	$2,395,485
6	TD	Toronto Dominion Bank	2,641	$320,696
7	MUFG	Mitsubishi Ufj Financial Group Inc	10,106	$201,008

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,774,184	66,237	+12.0%	Shares	Sole	2026-07-21
2026-03-31	$2,883,708	59,153	+5.7%	Shares	Sole	2026-04-23
2025-12-31	$3,077,470	55,954	+18.1%	Shares	Sole	2026-01-22
2025-09-30	$2,444,437	47,382	+2.3%	Shares	Sole	2025-11-04
2025-06-30	$2,191,531	46,313	+7.4%	Shares	Sole	2025-08-04
2025-03-31	$1,799,856	43,131	-3.4%	Shares	Sole	2025-04-21
2024-12-31	$1,961,532	44,631	+1.0%	Shares	Sole	2025-01-15
2024-09-30	$1,753,062	44,180	-0.3%	Shares	Sole	2024-10-15
2024-06-30	$1,763,043	44,331	+5.4%	Shares	Sole	2024-07-24
2024-03-31	$1,595,521	42,076	+5.7%	Shares	Sole	2024-04-24
2023-12-31	$1,340,133	39,802	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.