Quotient Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2004904 DALLAS, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,323,986

+$369,550 QoQ

Shares Held

40,786

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,375

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $10,913,523 across 7 Banks - Diversified names. BAC ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,775	$5,163,630
2	BAC	Bank Of America Corp /De/ This page	40,786	$2,323,986
3	C	Citigroup Inc	8,700	$1,217,652
4	WFC	Wells Fargo & Company/Mn	14,325	$1,183,818
5	BNY	Bank of New York Mellon Corp	4,213	$609,241
6	HSBC	Hsbc Holdings PLC	2,790	$265,301
7	SAN	Banco Santander, S.A.	10,862	$149,895

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,323,986	40,786	+1.7%	Shares	Sole	2026-08-03
2026-03-31	$1,954,436	40,091	-3.0%	Shares	Sole	2026-04-16
2025-12-31	$2,272,765	41,323	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$2,189,995	42,450	+3.1%	Shares	Sole	2025-10-10
2025-06-30	$1,947,643	41,159	+7.4%	Shares	Sole	2025-07-29
2025-03-31	$1,599,761	38,336	-0.6%	Shares	Sole	2025-04-30
2024-12-31	$1,695,195	38,571	+4.2%	Shares	Sole	2025-01-28
2024-09-30	$1,469,469	37,033	-6.6%	Shares	Sole	2024-10-09
2024-06-30	$1,576,164	39,632	+4.1%	Shares	Sole	2024-07-24
2024-03-31	$1,444,296	38,088	-10.6%	Shares	Sole	2024-05-14
2023-12-31	$1,435,015	42,620	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.