EVOLUTION WEALTH MANAGEMENT INC.

Position in BAC — Bank Of America Corp /De/

CIK 2010029 FORT MYERS, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$543,817

+$185,895 QoQ

Shares Held

9,544

+30.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#2,432

of 3,594 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $1,022,394 across 5 Banks - Diversified names. BAC ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	9,544	$543,817
2	JPM	Jpmorgan Chase & Co	1,320	$432,075
3	C	Citigroup Inc	169	$23,653
4	WFC	Wells Fargo & Company/Mn	224	$18,511
5	BNY	Bank of New York Mellon Corp	30	$4,338

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$543,817	9,544	+30.0%	Shares	Sole	2026-07-21
2026-03-31	$357,922	7,342	+12.4%	Shares	Sole	2026-04-27
2025-12-31	$359,150	6,530	+9.3%	Shares	Sole	2026-02-10
2025-09-30	$308,198	5,974	+0.7%	Shares	Sole	2026-02-10
2025-06-30	$280,796	5,934	—	Shares	Sole	2025-08-29
No filing history on record for this holder in this stock.