Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,371,392
+$227,407 QoQ
Shares Held
59,168
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,173
of 3,594 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $35,698,382 across 6 Banks - Diversified names. BAC ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,693 | $26,740,569 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
53,056 | $4,384,547 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
59,168 | $3,371,392 | |
| 4 | C |
Citigroup Inc
|
4,042 | $565,718 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,389 | $490,083 | |
| 6 | SAN |
Banco Santander, S.A.
|
10,585 | $146,073 |
All Filings in BAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,371,392 | 59,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,143,985 | 64,492 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,922,545 | 71,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,855,785 | 74,739 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,326,122 | 70,290 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,969,089 | 71,150 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,153,983 | 71,763 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,879,498 | 72,568 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,054,693 | 76,809 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,206,401 | 84,557 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,095,956 | 91,950 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||