Turtle Creek Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2007171
DALLAS, TX
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,458,116
+$1,482,279 QoQ
Shares Held
60,690
+49.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,159
of 3,594 holders
Holding Since
Dec 2023
11 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, 2026Turtle Creek Wealth Advisors, LLC holds $34,611,135 across 5 Banks - Diversified names. BAC ranks #2 (10.0% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,458,116 | 60,690 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,975,837 | 40,530 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,137,300 | 38,860 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,674,405 | 32,456 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $890,657 | 18,822 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $674,732 | 16,169 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $620,134 | 14,110 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $511,633 | 12,894 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $462,564 | 11,631 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $368,620 | 9,721 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $407,137 | 12,092 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||