Philip James Wealth Mangement, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2002630
MILTON, GA
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,316,915
+$824,829 QoQ
Shares Held
128,412
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#829
of 3,594 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Philip James Wealth Mangement, LLC holds $8,892,631 across 3 Banks - Diversified names. BAC ranks #1 (82.3% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,316,915 | 128,412 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,492,086 | 133,171 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,876,770 | 143,214 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,630,883 | 147,914 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,670,288 | 162,094 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,751,931 | 185,764 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,380,473 | 190,682 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,669,539 | 243,688 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||