Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,587,058
-$123,087 QoQ
Shares Held
115,603
-16.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#867
of 3,595 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $34,828,989 across 12 Banks - Diversified names. BAC ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,243 | $12,845,411 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
115,603 | $6,587,058 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,405 | $4,496,029 | |
| 4 | BCS |
Barclays PLC
|
114,599 | $3,078,129 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
93,174 | $1,853,230 | |
| 6 | UBS |
UBS Group AG
|
23,818 | $1,180,420 | |
| 7 | C |
Citigroup Inc
|
8,255 | $1,155,369 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
7,469 | $1,080,092 |
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,587,058 | 115,603 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,710,145 | 137,644 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,449,300 | 117,260 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $8,181,399 | 158,585 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,364,749 | 92,239 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,517,219 | 36,358 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,570,289 | 35,729 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,674,654 | 42,204 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,765,907 | 44,403 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,983,519 | 52,308 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,674,644 | 49,737 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||