ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2050308 SCOTTSDALE, AZ

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$338,119

New position

Shares Held

5,934

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,842

of 3,594 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,563,405 across 5 Banks - Diversified names. BAC ranks #5 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	8,860	$732,190
2	MUFG	Mitsubishi Ufj Financial Group Inc	33,376	$663,848
3	JPM	Jpmorgan Chase & Co	1,461	$478,229
4	C	Citigroup Inc	2,508	$351,019
5	BAC	Bank Of America Corp /De/ This page	5,934	$338,119

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,119	5,934	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.