Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$302,221
+$267,560 QoQ
Shares Held
5,304
+646.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,941
of 3,589 holders
Holding Since
Mar 2026
2 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, 2026Mosley Wealth Management holds $2,928,716 across 12 Banks - Diversified names. BAC ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,349 | $1,750,888 | |
| 2 | C |
Citigroup Inc
|
3,584 | $501,616 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,448 | $367,582 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
5,304 | $302,221 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14 | $2,024 | |
| 6 | SAN |
Banco Santander, S.A.
|
101 | $1,393 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10 | $950 | |
| 8 | ING |
Ing Groep NV
|
20 | $627 |
All Filings in BAC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,221 | 5,304 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $34,661 | 711 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||