FOUNDERS GROVE WEALTH PARTNERS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2046157
RICHMOND, VA
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$744,557
+$127,772 QoQ
Shares Held
13,067
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,158
of 3,589 holders
Holding Since
Dec 2024
7 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, 2026FOUNDERS GROVE WEALTH PARTNERS, LLC holds $3,574,905 across 6 Banks - Diversified names. BAC ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,395 | $1,765,945 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
13,067 | $744,557 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,388 | $322,164 | |
| 4 | C |
Citigroup Inc
|
2,138 | $299,234 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,376 | $278,992 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,885 | $164,013 |
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,557 | 13,067 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $616,785 | 12,652 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $803,000 | 14,600 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $622,536 | 12,067 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $517,775 | 10,942 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $201,681 | 4,833 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $217,596 | 4,951 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||