Alteri Wealth LLC

Position in BAC — Bank Of America Corp /De/

CIK 2054980 WESTLAKE VILLAGE, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,648,428

+$581,216 QoQ

Shares Held

81,580

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#1,027

of 3,594 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $13,090,429 across 5 Banks - Diversified names. BAC ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,919	$5,210,766
2	BAC	Bank Of America Corp /De/ This page	81,580	$4,648,428
3	C	Citigroup Inc	9,425	$1,319,123
4	WFC	Wells Fargo & Company/Mn	13,951	$1,152,910
5	BNY	Bank of New York Mellon Corp	5,250	$759,202

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,648,428	81,580	-2.2%	Shares	Sole	2026-07-29
2026-03-31	$4,067,212	83,430	+3.2%	Shares	Sole	2026-05-06
2025-12-31	$4,444,825	80,815	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$4,159,908	80,634	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$3,830,412	80,947	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$3,360,767	80,536	-1.2%	Shares	Sole	2025-05-07
2024-12-31	$3,582,232	81,507	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.