Processus Wealth & Capital Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2014209
Brentwood, TN
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,473,955
+$636,843 QoQ
Shares Held
78,518
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#1,040
of 3,594 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, 2026Processus Wealth & Capital Management, LLC holds $15,561,195 across 3 Banks - Diversified names. BAC ranks #3 (28.8% 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 | $4,473,955 | 78,518 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,837,112 | 78,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,284,830 | 77,906 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,942,301 | 76,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,666,590 | 77,485 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,232,572 | 77,464 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,370,745 | 76,695 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,033,020 | 76,437 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,368,479 | 84,699 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,191,119 | 84,154 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,460,435 | 73,075 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||