Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$462,050
+$51,575 QoQ
Shares Held
8,109
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,567
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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $6,594,963 across 4 Banks - Diversified names. BAC ranks #4 (7.0% 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 | $462,050 | 8,109 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $410,475 | 8,420 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $479,765 | 8,723 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $426,236 | 8,262 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $409,885 | 8,662 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $371,480 | 8,902 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $314,330 | 7,152 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $292,124 | 7,362 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $292,786 | 7,362 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $290,960 | 7,673 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $258,349 | 7,673 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||