Atlantic Edge Private Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2011145 JACKSONVILLE, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,797,262

+$649,094 QoQ

Shares Held

49,092

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#1,263

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $9,031,628 across 12 Banks - Diversified names. BAC ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,378	$6,015,670
2	BAC	Bank Of America Corp /De/ This page	49,092	$2,797,262
3	BNY	Bank of New York Mellon Corp	658	$95,153
4	C	Citigroup Inc	449	$62,842
5	ING	Ing Groep NV	400	$12,552
6	WFC	Wells Fargo & Company/Mn	150	$12,396
7	RY	Royal Bank Of Canada	45	$9,313
8	BMO	Bank Of Montreal /Can/	50	$8,835

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,797,262	49,092	+11.4%	Shares	Sole	2026-07-23
2026-03-31	$2,148,168	44,065	+4.3%	Shares	Sole	2026-04-22
2025-12-31	$2,324,410	42,262	+5.8%	Shares	Sole	2026-01-27
2025-09-30	$2,060,607	39,942	+0.5%	Shares	Sole	2025-10-24
2025-06-30	$1,881,253	39,756	+3.5%	Shares	Sole	2025-07-30
2025-03-31	$1,602,598	38,404	-0.6%	Shares	Sole	2025-04-29
2024-12-31	$1,698,799	38,653	-0.9%	Shares	Sole	2025-01-29
2024-09-30	$1,547,599	39,002	+1.4%	Shares	Sole	2024-11-06
2024-06-30	$1,529,951	38,470	+0.2%	Shares	Sole	2024-07-26
2024-03-31	$1,455,407	38,381	+9.5%	Shares	Sole	2024-05-08
2023-12-31	$1,180,436	35,059	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.