Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$287,976
+$26,091 QoQ
Shares Held
5,054
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,983
of 3,589 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $9,800,316 across 5 Banks - Diversified names. BAC ranks #4 (2.9% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,976 | 5,054 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $261,885 | 5,372 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $294,140 | 5,348 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $280,701 | 5,441 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $244,739 | 5,172 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $203,558 | 4,878 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $213,948 | 4,868 | Shares | Sole | 2025-01-31 | |
| 2024-06-30 | $207,082 | 5,207 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $198,814 | 5,243 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $135,690 | 4,030 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||