Palacios Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2053829
ORMOND BEACH, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,359,428
+$192,938 QoQ
Shares Held
23,858
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,699
of 3,594 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, 2026Palacios Wealth Management, LLC holds $4,593,845 across 3 Banks - Diversified names. BAC ranks #2 (29.6% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,428 | 23,858 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,166,490 | 23,928 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,409,870 | 25,634 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,312,398 | 25,439 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,203,773 | 25,439 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $227,929 | 5,462 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $240,054 | 5,462 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||