Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$290,598
+$30,322 QoQ
Shares Held
5,100
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,980
of 3,594 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Trueblood Wealth Management, LLC holds $14,443,547 across 3 Banks - Diversified names. BAC ranks #3 (2.0% of the industry book) .
All Filings in BAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,598 | 5,100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $260,276 | 5,339 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $293,975 | 5,345 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $274,768 | 5,326 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $244,123 | 5,159 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $214,492 | 5,140 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||