Riverbend Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2055570
Myrtle Beach, SC
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,478,801
+$297,199 QoQ
Shares Held
25,953
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,650
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, 2026Riverbend Wealth Management, LLC holds $6,307,750 across 4 Banks - Diversified names. BAC ranks #3 (23.4% 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 | $1,478,801 | 25,953 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,181,602 | 24,238 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,395,350 | 25,370 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,249,561 | 24,221 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,152,336 | 24,352 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $981,114 | 23,511 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $989,402 | 22,512 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||