Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,980,908
+$482,178 QoQ
Shares Held
52,315
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#1,225
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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $8,858,183 across 4 Banks - Diversified names. BAC ranks #2 (33.7% 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 | $2,980,908 | 52,315 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,498,730 | 51,256 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,755,335 | 50,097 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,515,528 | 48,760 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,184,575 | 46,166 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,675,960 | 40,162 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,505,902 | 34,264 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,343,723 | 33,864 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,139,092 | 28,642 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,026,001 | 27,057 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $821,682 | 24,404 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||