Parkwoods Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2042772 SYRACUSE, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$275,270

+$35,965 QoQ

Shares Held

4,831

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#3,035

of 3,594 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parkwoods Wealth Partners, LLC holds $2,218,154 across 4 Banks - Diversified names. BAC ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,085	$1,337,143
2	WFC	Wells Fargo & Company/Mn	3,880	$320,643
3	C	Citigroup Inc	2,037	$285,098
4	BAC	Bank Of America Corp /De/ This page	4,831	$275,270

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,270	4,831	+11.0%	Shares	Sole	2026-07-27
2025-12-31	$239,305	4,351	+6.6%	Shares	Sole	2026-01-15
2025-09-30	$210,590	4,082	-20.7%	Shares	Sole	2025-10-14
2025-06-30	$243,650	5,149	—	Shares	Sole	2025-07-18
No filing history on record for this holder in this stock.