HIGHLINE WEALTH PARTNERS LLC
Position in BAC — Bank Of America Corp /De/
CIK 2042654
SHERMAN OAKS, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$111,281
+$57,023 QoQ
Shares Held
1,953
+75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,363
of 3,595 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. BAC ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
|
1,238 | $33,252 |
All Filings in BAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,281 | 1,953 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $54,258 | 1,113 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $44,055 | 801 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $39,569 | 767 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $29,385 | 621 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $48,281 | 1,157 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $37,093 | 844 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $13,253 | 334 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,867 | 575 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $6,522 | 172 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $5,791 | 172 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $35,073 | 1,281 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $36,493 | 1,272 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $36,379 | 1,272 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $5,994 | 181 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $5,466 | 181 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||