Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$397,605
+$57,770 QoQ
Shares Held
6,978
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#2,700
of 3,594 holders
Holding Since
Mar 2025
6 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, 2026FMB WEALTH MANAGEMENT holds $717,973 across 2 Banks - Diversified names. BAC ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
6,978 | $397,605 | |
| 2 | C |
Citigroup Inc
|
2,289 | $320,368 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,605 | 6,978 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $339,835 | 6,971 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $478,170 | 8,694 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $448,522 | 8,694 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $411,399 | 8,694 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $362,758 | 8,693 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||