Heritage Family Offices, LLP

Family Office

Position in BAC — Bank Of America Corp /De/

CIK 2019316 SCOTTSDALE, AZ

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$477,378

+$186,195 QoQ

Shares Held

8,378

+40.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,536

of 3,594 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Family Offices, LLP holds $3,948,868 across 4 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	22,998	$1,900,554
2	JPM	Jpmorgan Chase & Co	3,425	$1,121,105
3	BAC	Bank Of America Corp /De/ This page	8,378	$477,378
4	C	Citigroup Inc	3,214	$449,831

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$477,378	8,378	+40.3%	Shares	Sole	2026-07-29
2026-03-31	$291,183	5,973	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.