Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$803,133
+$128,726 QoQ
Shares Held
14,095
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,097
of 3,594 holders
Holding Since
Sep 2024
8 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, 2026Paladin Wealth, LLC holds $2,564,121 across 3 Banks - Diversified names. BAC ranks #2 (31.3% of the industry book) .
All Filings in BAC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,133 | 14,095 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $674,407 | 13,834 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $781,000 | 14,200 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $777,358 | 15,068 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $736,204 | 15,558 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $646,606 | 15,495 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $634,154 | 14,429 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $549,090 | 13,838 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||