Chung Wu Investment Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2054278
SUGAR LAND, TX
Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$452,991
+$65,429 QoQ
Shares Held
7,950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,597
of 3,595 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $6,065,824 across 3 Banks - Diversified names. BAC ranks #3 (7.5% 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 | $452,991 | 7,950 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $387,562 | 7,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $437,250 | 7,950 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $410,140 | 7,950 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $376,194 | 7,950 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $331,753 | 7,950 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $353,797 | 8,050 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||