Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$213,333
+$345 QoQ
Shares Held
3,744
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,224
of 3,594 holders
Holding Since
Mar 2026
2 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, 2026Foguth Wealth Management, LLC. holds $1,534,655 across 3 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .
All Filings in BAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,333 | 3,744 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $212,988 | 4,369 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||