Westmount Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2051491 LOS ANGELES, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,184,215

+$219,843 QoQ

Shares Held

20,783

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,783

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $7,037,324 across 4 Banks - Diversified names. BAC ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,237	$3,023,547
2	WFC	Wells Fargo & Company/Mn	31,225	$2,580,434
3	BAC	Bank Of America Corp /De/ This page	20,783	$1,184,215
4	C	Citigroup Inc	1,780	$249,128

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,184,215	20,783	+5.1%	Shares	Sole	2026-07-07
2026-03-31	$964,372	19,782	-11.2%	Shares	Sole	2026-04-16
2025-12-31	$1,225,840	22,288	-0.5%	Shares	Sole	2026-01-15
2025-09-30	$1,155,409	22,396	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$1,059,021	22,380	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$933,249	22,364	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$986,457	22,445	+10.3%	Shares	Sole	2025-01-13
2024-09-30	$807,527	20,351	-17.0%	Shares	Sole	2025-01-13
2024-06-30	$975,001	24,516	-0.5%	Shares	Sole	2025-01-28
2024-03-31	$934,272	24,638	+4.9%	Shares	Sole	2025-01-28
2023-12-31	$790,807	23,487	-1.5%	Shares	Sole	2025-01-28
2023-09-30	$652,848	23,844	+3.0%	Shares	Sole	2025-01-28
2023-06-30	$664,058	23,146	+12.3%	Shares	Sole	2025-01-28
2023-03-31	$589,617	20,616	-1.5%	Shares	Sole	2025-01-29
2022-12-31	$693,102	20,927	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.