Orca Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2043765
NEW PORT RICHEY, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,999,257
+$297,492 QoQ
Shares Held
35,087
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,465
of 3,595 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $10,342,005 across 4 Banks - Diversified names. BAC ranks #3 (19.3% of the industry book) .
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,999,257 | 35,087 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,701,765 | 34,908 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,918,070 | 34,874 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $1,797,395 | 34,840 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,672,099 | 35,336 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $1,457,086 | 34,917 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,536,623 | 34,963 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||