Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$368,774
+$22,162 QoQ
Shares Held
6,472
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#2,766
of 3,594 holders
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $1,957,796 across 5 Banks - Diversified names. BAC ranks #3 (18.8% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,774 | 6,472 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $346,612 | 7,110 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $391,050 | 7,110 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||